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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 | $35,444 | $138,075-74.3% | $123,552-71.3% | $135,379-73.8% |
| Participation rate | 72.2% | 84.7%-12.5pp | 82.3%-10.1pp | 82.6%-10.4pp |
| Annual return | -7.22% | 153.70%-160.9pp | 119.20%-126.4pp | 519.79%-527.0pp |
| Employer contribution / active EE | $1,357 | $5,152-73.7% | $4,628-70.7% | $4,779-71.6% |
| Participant deferral / active EE | $3,620 | $6,800-46.8% | $6,426-43.7% | $5,609-35.5% |
| Admin fee / account holder | $1,566 | $10,917-85.7% | $9,285-83.1% | $10,828-85.5% |