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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 | $75,974 | $138,076-45.0% | $123,553-38.5% | $135,380-43.9% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -6.09% | 153.70%-159.8pp | 119.21%-125.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $2,043 | $5,152-60.3% | $4,628-55.8% | $4,779-57.2% |
| Participant deferral / active EE | $6,621 | $6,800-2.6% | $6,426+3.0% | $5,609+18.0% |
| Admin fee / account holder | $8,636 | $10,917-20.9% | $9,284-7.0% | $10,828-20.2% |