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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 | $248,343 | $138,076+79.9% | $123,553+101.0% | $135,380+83.4% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -5.38% | 153.70%-159.1pp | 119.21%-124.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $2,789 | $5,152-45.9% | $4,628-39.7% | $4,779-41.6% |
| Participant deferral / active EE | $7,548 | $6,800+11.0% | $6,426+17.5% | $5,609+34.6% |
| Admin fee / account holder | $769 | $10,917-93.0% | $9,284-91.7% | $10,828-92.9% |