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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 | $69,572 | $135,645-48.7% | $110,243-36.9% | $135,380-48.6% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -4.37% | 513.24%-517.6pp | 314.76%-319.1pp | 519.81%-524.2pp |
| Employer contribution / active EE | $3,359 | $4,907-31.5% | $3,827-12.2% | $4,779-29.7% |
| Participant deferral / active EE | $8,339 | $5,507+51.4% | $4,672+78.5% | $5,609+48.7% |
| Admin fee / account holder | $9,408 | $11,458-17.9% | $8,548+10.1% | $10,828-13.1% |