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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 | $56,499 | $138,075-59.1% | $123,552-54.3% | $135,379-58.3% |
| Participation rate | 70.8% | 84.7%-13.9pp | 82.3%-11.5pp | 82.6%-11.8pp |
| Annual return | -2.24% | 153.70%-155.9pp | 119.20%-121.4pp | 519.79%-522.0pp |
| Employer contribution / active EE | $1,537 | $5,152-70.2% | $4,628-66.8% | $4,779-67.8% |
| Participant deferral / active EE | $6,321 | $6,800-7.0% | $6,426-1.6% | $5,609+12.7% |
| Admin fee / account holder | $1,254 | $10,917-88.5% | $9,285-86.5% | $10,828-88.4% |