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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 | $69,530 | $135,645-48.7% | $110,243-36.9% | $135,380-48.6% |
| Participation rate | 76.5% | 83.5%-7.0pp | 79.8%-3.4pp | 82.6%-6.2pp |
| Annual return | -7.88% | 513.24%-521.1pp | 314.76%-322.6pp | 519.81%-527.7pp |
| Employer contribution / active EE | $1,202 | $4,907-75.5% | $3,827-68.6% | $4,779-74.8% |
| Participant deferral / active EE | $4,088 | $5,507-25.8% | $4,672-12.5% | $5,609-27.1% |
| Admin fee / account holder | $16,679 | $11,458+45.6% | $8,548+95.1% | $10,828+54.0% |