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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 | $75,819 | $135,645-44.1% | $110,243-31.2% | $135,379-44.0% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.8%-7.1pp | 82.6%-9.9pp |
| Annual return | -7.33% | 513.24%-520.6pp | 314.76%-322.1pp | 519.79%-527.1pp |
| Employer contribution / active EE | $1,564 | $4,907-68.1% | $3,827-59.1% | $4,779-67.3% |
| Participant deferral / active EE | $2,536 | $5,507-54.0% | $4,672-45.7% | $5,609-54.8% |
| Admin fee / account holder | $778 | $11,458-93.2% | $8,548-90.9% | $10,828-92.8% |