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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 | $99,612 | $180,459-44.8% | $154,108-35.4% | $135,380-26.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -6.38% | 888.21%-894.6pp | 735.21%-741.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $2,013 | $6,035-66.6% | $5,298-62.0% | $4,779-57.9% |
| Participant deferral / active EE | $8,725 | $5,806+50.3% | $5,081+71.7% | $5,609+55.6% |
| Admin fee / account holder | $309 | $16,145-98.1% | $13,411-97.7% | $10,828-97.1% |