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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 | $52,546 | $190,879-72.5% | $160,009-67.2% | $134,532-60.9% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.0%-6.6pp | 81.2%-9.8pp |
| Annual return | -17.53% | 552.63%-570.2pp | 408.85%-426.4pp | 418.27%-435.8pp |
| Employer contribution / active EE | $2,775 | $4,995-44.4% | $4,225-34.3% | $4,741-41.5% |
| Participant deferral / active EE | $4,225 | $6,924-39.0% | $6,183-31.7% | $6,401-34.0% |
| Admin fee / account holder | $320 | $10,495-96.9% | $8,715-96.3% | $11,429-97.2% |