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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 | $59,731 | $138,076-56.7% | $123,553-51.7% | $135,380-55.9% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -6.27% | 153.70%-160.0pp | 119.21%-125.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $2,072 | $5,152-59.8% | $4,628-55.2% | $4,779-56.6% |
| Participant deferral / active EE | $2,536 | $6,800-62.7% | $6,426-60.5% | $5,609-54.8% |
| Admin fee / account holder | $668 | $10,917-93.9% | $9,284-92.8% | $10,828-93.8% |