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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 | $106,698 | $190,916-44.1% | $160,037-33.3% | $134,545-20.7% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.0%-0.2pp | 81.2%-3.5pp |
| Annual return | -13.73% | 552.79%-566.5pp | 408.95%-422.7pp | 418.37%-432.1pp |
| Employer contribution / active EE | $3,282 | $4,996-34.3% | $4,226-22.3% | $4,742-30.8% |
| Participant deferral / active EE | $4,783 | $6,925-30.9% | $6,184-22.7% | $6,401-25.3% |
| Admin fee / account holder | $37,244 | $10,497+254.8% | $8,716+327.3% | $11,431+225.8% |