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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 | $77,604 | $138,075-43.8% | $123,552-37.2% | $135,379-42.7% |
| Participation rate | 78.9% | 84.7%-5.8pp | 82.3%-3.3pp | 82.6%-3.7pp |
| Annual return | -6.39% | 153.70%-160.1pp | 119.20%-125.6pp | 519.79%-526.2pp |
| Employer contribution / active EE | $9,374 | $5,152+82.0% | $4,628+102.6% | $4,779+96.2% |
| Participant deferral / active EE | $7,778 | $6,800+14.4% | $6,426+21.0% | $5,609+38.7% |
| Admin fee / account holder | $1,509 | $10,917-86.2% | $9,285-83.7% | $10,828-86.1% |