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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 | $72,676 | $190,916-61.9% | $160,037-54.6% | $134,545-46.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -16.39% | 552.79%-569.2pp | 408.95%-425.3pp | 418.37%-434.8pp |
| Employer contribution / active EE | $5,219 | $4,996+4.5% | $4,226+23.5% | $4,742+10.1% |
| Participant deferral / active EE | $13,433 | $6,925+94.0% | $6,184+117.2% | $6,401+109.8% |
| Admin fee / account holder | $354 | $10,497-96.6% | $8,716-95.9% | $11,431-96.9% |