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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 | $79,753 | $138,076-42.2% | $123,553-35.4% | $135,380-41.1% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -7.27% | 153.70%-161.0pp | 119.21%-126.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $2,335 | $5,152-54.7% | $4,628-49.5% | $4,779-51.1% |
| Participant deferral / active EE | $4,771 | $6,800-29.8% | $6,426-25.8% | $5,609-14.9% |
| Admin fee / account holder | $1,292 | $10,917-88.2% | $9,284-86.1% | $10,828-88.1% |