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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 | $58,232 | $97,729-40.4% | $83,830-30.5% | $135,379-57.0% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -7.13% | 1287.52%-1294.7pp | 850.97%-858.1pp | 519.79%-526.9pp |
| Employer contribution / active EE | $2,686 | $4,222-36.4% | $3,631-26.0% | $4,779-43.8% |
| Participant deferral / active EE | $5,550 | $4,683+18.5% | $4,082+36.0% | $5,609-1.0% |
| Admin fee / account holder | $7,251 | $6,674+8.6% | $5,479+32.4% | $10,828-33.0% |