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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 | $63,810 | $106,557-40.1% | $91,227-30.1% | $134,545-52.6% |
| Participation rate | 71.4% | 76.8%-5.4pp | 73.2%-1.8pp | 81.2%-9.8pp |
| Annual return | -19.46% | 160.81%-180.3pp | 114.14%-133.6pp | 418.37%-437.8pp |
| Employer contribution / active EE | $2,365 | $3,332-29.0% | $2,851-17.1% | $4,742-50.1% |
| Participant deferral / active EE | $9,796 | $4,719+107.6% | $4,234+131.4% | $6,401+53.0% |
| Admin fee / account holder | $1,331 | $6,235-78.7% | $5,423-75.5% | $11,431-88.4% |