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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 | $78,689 | $190,916-58.8% | $160,037-50.8% | $134,545-41.5% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.0%+17.0pp | 81.2%+13.8pp |
| Annual return | -13.45% | 552.79%-566.2pp | 408.95%-422.4pp | 418.37%-431.8pp |
| Employer contribution / active EE | $3,489 | $4,996-30.2% | $4,226-17.4% | $4,742-26.4% |
| Participant deferral / active EE | $8,289 | $6,925+19.7% | $6,184+34.0% | $6,401+29.5% |
| Admin fee / account holder | $19,485 | $10,497+85.6% | $8,716+123.5% | $11,431+70.5% |