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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 | $43,617 | $138,075-68.4% | $123,552-64.7% | $135,379-67.8% |
| Participation rate | 78.9% | 84.7%-5.8pp | 82.3%-3.3pp | 82.6%-3.7pp |
| Annual return | -6.40% | 153.70%-160.1pp | 119.20%-125.6pp | 519.79%-526.2pp |
| Employer contribution / active EE | $1,146 | $5,152-77.8% | $4,628-75.2% | $4,779-76.0% |
| Participant deferral / active EE | $2,769 | $6,800-59.3% | $6,426-56.9% | $5,609-50.6% |
| Admin fee / account holder | $1,623 | $10,917-85.1% | $9,285-82.5% | $10,828-85.0% |