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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 | $70,048 | $138,075-49.3% | $123,552-43.3% | $135,379-48.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -8.91% | 153.70%-162.6pp | 119.20%-128.1pp | 519.79%-528.7pp |
| Employer contribution / active EE | $1,965 | $5,152-61.9% | $4,628-57.5% | $4,779-58.9% |
| Participant deferral / active EE | $2,845 | $6,800-58.2% | $6,426-55.7% | $5,609-49.3% |
| Admin fee / account holder | $546 | $10,917-95.0% | $9,285-94.1% | $10,828-95.0% |