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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 | $46,706 | $138,102-66.2% | $125,381-62.7% | $134,532-65.3% |
| Participation rate | 79.2% | 84.5%-5.3pp | 82.4%-3.2pp | 81.2%-2.1pp |
| Annual return | -16.66% | 750.73%-767.4pp | 572.31%-589.0pp | 418.27%-434.9pp |
| Employer contribution / active EE | $5,058 | $5,245-3.6% | $4,815+5.0% | $4,741+6.7% |
| Participant deferral / active EE | $5,886 | $7,801-24.5% | $7,448-21.0% | $6,401-8.0% |
| Admin fee / account holder | $9,145 | $11,568-20.9% | $10,007-8.6% | $11,429-20.0% |