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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 | $109,453 | $97,732+12.0% | $83,831+30.6% | $135,380-19.2% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -6.89% | 1287.56%-1294.4pp | 850.99%-857.9pp | 519.81%-526.7pp |
| Employer contribution / active EE | $7,611 | $4,222+80.3% | $3,631+109.6% | $4,779+59.3% |
| Participant deferral / active EE | $7,330 | $4,683+56.5% | $4,082+79.6% | $5,609+30.7% |
| Admin fee / account holder | $4,255 | $6,675-36.3% | $5,479-22.3% | $10,828-60.7% |