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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 | $44,487 | $138,072-67.8% | $123,549-64.0% | $135,382-67.1% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -2.67% | 153.69%-156.4pp | 119.20%-121.9pp | 519.77%-522.4pp |
| Employer contribution / active EE | $2,626 | $5,152-49.0% | $4,628-43.3% | $4,779-45.0% |
| Participant deferral / active EE | $5,375 | $6,799-20.9% | $6,426-16.4% | $5,609-4.2% |
| Admin fee / account holder | $1,598 | $10,917-85.4% | $9,284-82.8% | $10,829-85.2% |