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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 | $31,915 | $138,076-76.9% | $123,553-74.2% | $135,380-76.4% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -1.67% | 153.70%-155.4pp | 119.21%-120.9pp | 519.81%-521.5pp |
| Employer contribution / active EE | $1,814 | $5,152-64.8% | $4,628-60.8% | $4,779-62.0% |
| Participant deferral / active EE | $3,052 | $6,800-55.1% | $6,426-52.5% | $5,609-45.6% |
| Admin fee / account holder | $137,121 | $10,917+1156.1% | $9,284+1376.9% | $10,828+1166.3% |