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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 | $120,322 | $168,635-28.6% | $147,617-18.5% | $125,389-4.0% |
| Participation rate | 72.7% | 88.8%-16.0pp | 84.6%-11.9pp | 83.2%-10.5pp |
| Annual return | -1.53% | 77.65%-79.2pp | 61.98%-63.5pp | 282.24%-283.8pp |
| Employer contribution / active EE | $3,182 | $6,252-49.1% | $5,564-42.8% | $4,866-34.6% |
| Participant deferral / active EE | $6,072 | $5,507+10.3% | $4,895+24.0% | $5,352+13.5% |
| Admin fee / account holder | $5,675 | $13,580-58.2% | $11,612-51.1% | $9,541-40.5% |