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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 | $39,859 | $138,114-71.1% | $125,391-68.2% | $134,545-70.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -0.78% | 750.88%-751.7pp | 572.41%-573.2pp | 418.37%-419.2pp |
| Employer contribution / active EE | $13,564 | $5,246+158.6% | $4,816+181.7% | $4,742+186.1% |
| Participant deferral / active EE | $3,897 | $7,801-50.0% | $7,448-47.7% | $6,401-39.1% |
| Admin fee / account holder | $730,521 | $11,570+6213.9% | $10,009+7198.9% | $11,431+6290.9% |