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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 | $109,747 | $180,459-39.2% | $154,108-28.8% | $135,380-18.9% |
| Participation rate | 73.7% | 87.4%-13.7pp | 83.0%-9.4pp | 82.6%-9.0pp |
| Annual return | -6.48% | 888.21%-894.7pp | 735.21%-741.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $2,212 | $6,035-63.3% | $5,298-58.2% | $4,779-53.7% |
| Participant deferral / active EE | $4,038 | $5,806-30.5% | $5,081-20.5% | $5,609-28.0% |
| Admin fee / account holder | $12,918 | $16,145-20.0% | $13,411-3.7% | $10,828+19.3% |