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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 | $77,859 | $138,075-43.6% | $123,552-37.0% | $135,379-42.5% |
| Participation rate | 76.9% | 84.7%-7.8pp | 82.3%-5.4pp | 82.6%-5.7pp |
| Annual return | -6.76% | 153.70%-160.5pp | 119.20%-126.0pp | 519.79%-526.5pp |
| Employer contribution / active EE | $3,121 | $5,152-39.4% | $4,628-32.6% | $4,779-34.7% |
| Participant deferral / active EE | $8,038 | $6,800+18.2% | $6,426+25.1% | $5,609+43.3% |
| Admin fee / account holder | $6,410 | $10,917-41.3% | $9,285-31.0% | $10,828-40.8% |