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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 | $77,056 | $180,459-57.3% | $154,108-50.0% | $135,380-43.1% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -6.26% | 888.21%-894.5pp | 735.21%-741.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $3,435 | $6,035-43.1% | $5,298-35.2% | $4,779-28.1% |
| Participant deferral / active EE | $5,309 | $5,806-8.6% | $5,081+4.5% | $5,609-5.3% |
| Admin fee / account holder | $55,597 | $16,145+244.4% | $13,411+314.6% | $10,828+413.5% |