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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 | $50,220 | $138,075-63.6% | $123,552-59.4% | $135,379-62.9% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -7.47% | 153.70%-161.2pp | 119.20%-126.7pp | 519.79%-527.3pp |
| Employer contribution / active EE | $2,895 | $5,152-43.8% | $4,628-37.4% | $4,779-39.4% |
| Participant deferral / active EE | $11,542 | $6,800+69.7% | $6,426+79.6% | $5,609+105.8% |
| Admin fee / account holder | $319 | $10,917-97.1% | $9,285-96.6% | $10,828-97.1% |