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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 | $81,802 | $138,072-40.8% | $123,549-33.8% | $135,382-39.6% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -4.25% | 153.69%-157.9pp | 119.20%-123.4pp | 519.77%-524.0pp |
| Employer contribution / active EE | $3,771 | $5,152-26.8% | $4,628-18.5% | $4,779-21.1% |
| Participant deferral / active EE | $13,260 | $6,799+95.0% | $6,426+106.3% | $5,609+136.4% |
| Admin fee / account holder | $2,695 | $10,917-75.3% | $9,284-71.0% | $10,829-75.1% |