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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 | $57,611 | $135,645-57.5% | $110,243-47.7% | $135,379-57.4% |
| Participation rate | 76.9% | 83.5%-6.5pp | 79.8%-2.9pp | 82.6%-5.7pp |
| Annual return | -7.33% | 513.24%-520.6pp | 314.76%-322.1pp | 519.79%-527.1pp |
| Employer contribution / active EE | $3,012 | $4,907-38.6% | $3,827-21.3% | $4,779-37.0% |
| Participant deferral / active EE | $9,518 | $5,507+72.8% | $4,672+103.7% | $5,609+69.7% |
| Admin fee / account holder | $2,690 | $11,458-76.5% | $8,548-68.5% | $10,828-75.2% |