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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 | $59,942 | $135,645-55.8% | $110,243-45.6% | $135,379-55.7% |
| Participation rate | 73.3% | 83.5%-10.1pp | 79.8%-6.5pp | 82.6%-9.3pp |
| Annual return | -7.71% | 513.24%-520.9pp | 314.76%-322.5pp | 519.79%-527.5pp |
| Employer contribution / active EE | $5,657 | $4,907+15.3% | $3,827+47.8% | $4,779+18.4% |
| Participant deferral / active EE | $8,167 | $5,507+48.3% | $4,672+74.8% | $5,609+45.6% |
| Admin fee / account holder | $15,607 | $11,458+36.2% | $8,548+82.6% | $10,828+44.1% |