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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 | $62,038 | $135,645-54.3% | $110,243-43.7% | $135,379-54.2% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -7.83% | 513.24%-521.1pp | 314.76%-322.6pp | 519.79%-527.6pp |
| Employer contribution / active EE | $2,383 | $4,907-51.4% | $3,827-37.7% | $4,779-50.1% |
| Participant deferral / active EE | $3,136 | $5,507-43.1% | $4,672-32.9% | $5,609-44.1% |
| Admin fee / account holder | $1,215 | $11,458-89.4% | $8,548-85.8% | $10,828-88.8% |