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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 | $62,471 | $138,075-54.8% | $123,552-49.4% | $135,379-53.9% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -7.25% | 153.70%-160.9pp | 119.20%-126.5pp | 519.79%-527.0pp |
| Employer contribution / active EE | $1,456 | $5,152-71.7% | $4,628-68.5% | $4,779-69.5% |
| Participant deferral / active EE | $5,915 | $6,800-13.0% | $6,426-8.0% | $5,609+5.5% |
| Admin fee / account holder | $8,835 | $10,917-19.1% | $9,285-4.8% | $10,828-18.4% |