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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 | $37,137 | $138,075-73.1% | $123,552-69.9% | $135,379-72.6% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -3.92% | 153.70%-157.6pp | 119.20%-123.1pp | 519.79%-523.7pp |
| Employer contribution / active EE | $991 | $5,152-80.8% | $4,628-78.6% | $4,779-79.3% |
| Participant deferral / active EE | $8,713 | $6,800+28.1% | $6,426+35.6% | $5,609+55.3% |
| Admin fee / account holder | $2,360 | $10,917-78.4% | $9,285-74.6% | $10,828-78.2% |