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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 | $112,832 | $180,459-37.5% | $154,108-26.8% | $135,380-16.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -8.52% | 888.21%-896.7pp | 735.21%-743.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $13,415 | $6,035+122.3% | $5,298+153.2% | $4,779+180.7% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,100 | $16,145-93.2% | $13,411-91.8% | $10,828-89.8% |