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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 | $37,751 | $138,075-72.7% | $123,552-69.4% | $135,379-72.1% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -8.57% | 153.70%-162.3pp | 119.20%-127.8pp | 519.79%-528.4pp |
| Employer contribution / active EE | $1,572 | $5,152-69.5% | $4,628-66.0% | $4,779-67.1% |
| Participant deferral / active EE | $9,154 | $6,800+34.6% | $6,426+42.4% | $5,609+63.2% |
| Admin fee / account holder | $3,689 | $10,917-66.2% | $9,285-60.3% | $10,828-65.9% |