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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 | $60,417 | $138,076-56.2% | $123,553-51.1% | $135,380-55.4% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -4.76% | 153.70%-158.5pp | 119.21%-124.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $3,107 | $5,152-39.7% | $4,628-32.9% | $4,779-35.0% |
| Participant deferral / active EE | $3,190 | $6,800-53.1% | $6,426-50.4% | $5,609-43.1% |
| Admin fee / account holder | $8,491 | $10,917-22.2% | $9,284-8.5% | $10,828-21.6% |