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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 | $98,356 | $99,668-1.3% | $86,451+13.8% | $134,545-26.9% |
| Participation rate | 77.3% | 82.1%-4.8pp | 80.3%-3.1pp | 81.2%-4.0pp |
| Annual return | -18.52% | 6789.61%-6808.1pp | 4398.51%-4417.0pp | 418.37%-436.9pp |
| Employer contribution / active EE | $3,110 | $4,403-29.4% | $3,770-17.5% | $4,742-34.4% |
| Participant deferral / active EE | $6,495 | $7,249-10.4% | $6,953-6.6% | $6,401+1.5% |
| Admin fee / account holder | $5,621 | $8,377-32.9% | $6,734-16.5% | $11,431-50.8% |