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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 | $108,396 | $138,075-21.5% | $123,552-12.3% | $135,379-19.9% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -6.22% | 153.70%-159.9pp | 119.20%-125.4pp | 519.79%-526.0pp |
| Employer contribution / active EE | $1,291 | $5,152-74.9% | $4,628-72.1% | $4,779-73.0% |
| Participant deferral / active EE | $8,195 | $6,800+20.5% | $6,426+27.5% | $5,609+46.1% |
| Admin fee / account holder | $1,301 | $10,917-88.1% | $9,285-86.0% | $10,828-88.0% |