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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,843 | $138,076-66.8% | $123,553-62.9% | $135,380-66.1% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -6.12% | 153.70%-159.8pp | 119.21%-125.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $2,931 | $5,152-43.1% | $4,628-36.7% | $4,779-38.7% |
| Participant deferral / active EE | $5,113 | $6,800-24.8% | $6,426-20.4% | $5,609-8.8% |
| Admin fee / account holder | $448 | $10,917-95.9% | $9,284-95.2% | $10,828-95.9% |