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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 | $57,307 | $190,862-70.0% | $159,991-64.2% | $134,509-57.4% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.0%-8.0pp | 81.2%-11.2pp |
| Annual return | -16.34% | 552.59%-568.9pp | 408.82%-425.2pp | 418.13%-434.5pp |
| Employer contribution / active EE | $2,234 | $4,995-55.3% | $4,225-47.1% | $4,741-52.9% |
| Participant deferral / active EE | $3,738 | $6,924-46.0% | $6,183-39.5% | $6,400-41.6% |
| Admin fee / account holder | $11,232 | $10,495+7.0% | $8,715+28.9% | $11,427-1.7% |