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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 | $66,478 | $138,078-51.9% | $125,363-47.0% | $134,509-50.6% |
| Participation rate | 78.9% | 84.5%-5.5pp | 82.4%-3.4pp | 81.2%-2.3pp |
| Annual return | -13.26% | 750.49%-763.7pp | 572.15%-585.4pp | 418.13%-431.4pp |
| Employer contribution / active EE | $2,844 | $5,245-45.8% | $4,815-40.9% | $4,741-40.0% |
| Participant deferral / active EE | $7,321 | $7,800-6.1% | $7,447-1.7% | $6,400+14.4% |
| Admin fee / account holder | $11,562 | $11,5660% | $10,005+15.6% | $11,427+1.2% |