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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 | $69,093 | $180,462-61.7% | $154,111-55.2% | $135,379-49.0% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -4.74% | 888.17%-892.9pp | 735.18%-739.9pp | 519.79%-524.5pp |
| Employer contribution / active EE | $2,237 | $6,036-62.9% | $5,298-57.8% | $4,779-53.2% |
| Participant deferral / active EE | $4,292 | $5,806-26.1% | $5,081-15.5% | $5,609-23.5% |
| Admin fee / account holder | $13,094 | $16,145-18.9% | $13,411-2.4% | $10,828+20.9% |