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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 | $48,625 | $138,114-64.8% | $125,391-61.2% | $134,545-63.9% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -19.26% | 750.88%-770.1pp | 572.41%-591.7pp | 418.37%-437.6pp |
| Employer contribution / active EE | $1,182 | $5,246-77.5% | $4,816-75.4% | $4,742-75.1% |
| Participant deferral / active EE | $6,564 | $7,801-15.9% | $7,448-11.9% | $6,401+2.5% |
| Admin fee / account holder | $3,318 | $11,570-71.3% | $10,009-66.9% | $11,431-71.0% |