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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 | $71,417 | $138,114-48.3% | $125,391-43.0% | $134,545-46.9% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -7.19% | 750.88%-758.1pp | 572.41%-579.6pp | 418.37%-425.6pp |
| Employer contribution / active EE | $2,692 | $5,246-48.7% | $4,816-44.1% | $4,742-43.2% |
| Participant deferral / active EE | $6,569 | $7,801-15.8% | $7,448-11.8% | $6,401+2.6% |
| Admin fee / account holder | $2,861 | $11,570-75.3% | $10,009-71.4% | $11,431-75.0% |