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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 | $31,378 | $135,639-76.9% | $110,241-71.5% | $135,382-76.8% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.8%-7.1pp | 82.6%-9.9pp |
| Annual return | -5.43% | 513.21%-518.6pp | 314.75%-320.2pp | 519.77%-525.2pp |
| Employer contribution / active EE | $3,277 | $4,907-33.2% | $3,827-14.4% | $4,779-31.4% |
| Participant deferral / active EE | $4,709 | $5,507-14.5% | $4,672+0.8% | $5,609-16.0% |
| Admin fee / account holder | $18,151 | $11,457+58.4% | $8,548+112.4% | $10,829+67.6% |