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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 | $125,100 | $190,916-34.5% | $160,037-21.8% | $134,545-7.0% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.0%-0.2pp | 81.2%-3.5pp |
| Annual return | -12.71% | 552.79%-565.5pp | 408.95%-421.7pp | 418.37%-431.1pp |
| Employer contribution / active EE | $7,205 | $4,996+44.2% | $4,226+70.5% | $4,742+52.0% |
| Participant deferral / active EE | $4,612 | $6,925-33.4% | $6,184-25.4% | $6,401-28.0% |
| Admin fee / account holder | $113,330 | $10,497+979.7% | $8,716+1200.2% | $11,431+891.5% |