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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 | $86,048 | $138,075-37.7% | $123,552-30.4% | $135,379-36.4% |
| Participation rate | 73.7% | 84.7%-11.1pp | 82.3%-8.6pp | 82.6%-9.0pp |
| Annual return | -8.27% | 153.70%-162.0pp | 119.20%-127.5pp | 519.79%-528.1pp |
| Employer contribution / active EE | $2,404 | $5,152-53.3% | $4,628-48.1% | $4,779-49.7% |
| Participant deferral / active EE | $6,206 | $6,800-8.7% | $6,426-3.4% | $5,609+10.7% |
| Admin fee / account holder | $600 | $10,917-94.5% | $9,285-93.5% | $10,828-94.5% |