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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 | $56,152 | $138,072-59.3% | $123,549-54.6% | $135,382-58.5% |
| Participation rate | 73.9% | 84.7%-10.8pp | 82.3%-8.4pp | 82.6%-8.7pp |
| Annual return | -6.11% | 153.69%-159.8pp | 119.20%-125.3pp | 519.77%-525.9pp |
| Employer contribution / active EE | $1,082 | $5,152-79.0% | $4,628-76.6% | $4,779-77.4% |
| Participant deferral / active EE | $3,856 | $6,799-43.3% | $6,426-40.0% | $5,609-31.3% |
| Admin fee / account holder | $10,689 | $10,917-2.1% | $9,284+15.1% | $10,829-1.3% |