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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 | $59,041 | $138,075-57.2% | $123,552-52.2% | $135,379-56.4% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -0.42% | 153.70%-154.1pp | 119.20%-119.6pp | 519.79%-520.2pp |
| Employer contribution / active EE | $2,927 | $5,152-43.2% | $4,628-36.8% | $4,779-38.7% |
| Participant deferral / active EE | $7,552 | $6,800+11.1% | $6,426+17.5% | $5,609+34.6% |
| Admin fee / account holder | $688 | $10,917-93.7% | $9,285-92.6% | $10,828-93.6% |