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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 | $99,674 | $138,075-27.8% | $123,552-19.3% | $135,379-26.4% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -8.25% | 153.70%-162.0pp | 119.20%-127.5pp | 519.79%-528.0pp |
| Employer contribution / active EE | $2,551 | $5,152-50.5% | $4,628-44.9% | $4,779-46.6% |
| Participant deferral / active EE | $4,543 | $6,800-33.2% | $6,426-29.3% | $5,609-19.0% |
| Admin fee / account holder | $952 | $10,917-91.3% | $9,285-89.7% | $10,828-91.2% |