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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 | $101,553 | $138,075-26.5% | $123,552-17.8% | $135,379-25.0% |
| Participation rate | 82.6% | 84.7%-2.1pp | 82.3%+0.3pp | 82.6%0pp |
| Annual return | -7.05% | 153.70%-160.7pp | 119.20%-126.3pp | 519.79%-526.8pp |
| Employer contribution / active EE | $3,394 | $5,152-34.1% | $4,628-26.7% | $4,779-29.0% |
| Participant deferral / active EE | $8,785 | $6,800+29.2% | $6,426+36.7% | $5,609+56.6% |
| Admin fee / account holder | $20,255 | $10,917+85.5% | $9,285+118.2% | $10,828+87.1% |