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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 | $75,877 | $106,557-28.8% | $91,227-16.8% | $134,545-43.6% |
| Participation rate | 71.4% | 76.8%-5.4pp | 73.2%-1.8pp | 81.2%-9.8pp |
| Annual return | -13.84% | 160.81%-174.7pp | 114.14%-128.0pp | 418.37%-432.2pp |
| Employer contribution / active EE | $2,185 | $3,332-34.4% | $2,851-23.4% | $4,742-53.9% |
| Participant deferral / active EE | $4,157 | $4,719-11.9% | $4,234-1.8% | $6,401-35.1% |
| Admin fee / account holder | $3,415 | $6,235-45.2% | $5,423-37.0% | $11,431-70.1% |