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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 | $108,077 | $180,459-40.1% | $154,108-29.9% | $135,380-20.2% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -2.96% | 888.21%-891.2pp | 735.21%-738.2pp | 519.81%-522.8pp |
| Employer contribution / active EE | $4,062 | $6,035-32.7% | $5,298-23.3% | $4,779-15.0% |
| Participant deferral / active EE | $3,320 | $5,806-42.8% | $5,081-34.6% | $5,609-40.8% |
| Admin fee / account holder | $2,298 | $16,145-85.8% | $13,411-82.9% | $10,828-78.8% |