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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 | $53,989 | $138,075-60.9% | $123,552-56.3% | $135,379-60.1% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -7.59% | 153.70%-161.3pp | 119.20%-126.8pp | 519.79%-527.4pp |
| Employer contribution / active EE | $5,275 | $5,152+2.4% | $4,628+14.0% | $4,779+10.4% |
| Participant deferral / active EE | $10,857 | $6,800+59.7% | $6,426+69.0% | $5,609+93.6% |
| Admin fee / account holder | $4,814 | $10,917-55.9% | $9,285-48.2% | $10,828-55.5% |