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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 | $100,405 | $160,059-37.3% | $140,019-28.3% | $135,380-25.8% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.5%+6.9pp | 82.6%+11.8pp |
| Annual return | -7.39% | 911.48%-918.9pp | 651.17%-658.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $2,222 | $6,420-65.4% | $5,605-60.4% | $4,779-53.5% |
| Participant deferral / active EE | $13,486 | $7,641+76.5% | $6,927+94.7% | $5,609+140.4% |
| Admin fee / account holder | $3,980 | $13,328-70.1% | $10,705-62.8% | $10,828-63.2% |