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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 | $80,045 | $138,076-42.0% | $123,553-35.2% | $135,380-40.9% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -8.83% | 153.70%-162.5pp | 119.21%-128.0pp | 519.81%-528.6pp |
| Employer contribution / active EE | $6,174 | $5,152+19.8% | $4,628+33.4% | $4,779+29.2% |
| Participant deferral / active EE | $6,827 | $6,800+0.4% | $6,426+6.2% | $5,609+21.7% |
| Admin fee / account holder | $1,858 | $10,917-83.0% | $9,284-80.0% | $10,828-82.8% |