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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 | $22,886 | $138,072-83.4% | $123,549-81.5% | $135,382-83.1% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -8.69% | 153.69%-162.4pp | 119.20%-127.9pp | 519.77%-528.5pp |
| Employer contribution / active EE | $2,067 | $5,152-59.9% | $4,628-55.3% | $4,779-56.7% |
| Participant deferral / active EE | $4,604 | $6,799-32.3% | $6,426-28.3% | $5,609-17.9% |
| Admin fee / account holder | $1,332 | $10,917-87.8% | $9,284-85.7% | $10,829-87.7% |