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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 | $106,377 | $138,076-23.0% | $123,553-13.9% | $135,380-21.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -6.52% | 153.70%-160.2pp | 119.21%-125.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $8,384 | $5,152+62.7% | $4,628+81.2% | $4,779+75.4% |
| Participant deferral / active EE | $6,779 | $6,800-0.3% | $6,426+5.5% | $5,609+20.9% |
| Admin fee / account holder | $596 | $10,917-94.5% | $9,284-93.6% | $10,828-94.5% |