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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 | $107,253 | $138,072-22.3% | $123,549-13.2% | $135,382-20.8% |
| Participation rate | 76.5% | 84.7%-8.3pp | 82.3%-5.8pp | 82.6%-6.2pp |
| Annual return | -8.76% | 153.69%-162.5pp | 119.20%-128.0pp | 519.77%-528.5pp |
| Employer contribution / active EE | $3,027 | $5,152-41.2% | $4,628-34.6% | $4,779-36.7% |
| Participant deferral / active EE | $5,820 | $6,799-14.4% | $6,426-9.4% | $5,609+3.8% |
| Admin fee / account holder | $4,735 | $10,917-56.6% | $9,284-49.0% | $10,829-56.3% |