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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 | $87,967 | $138,102-36.3% | $125,381-29.8% | $134,532-34.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -9.98% | 750.73%-760.7pp | 572.31%-582.3pp | 418.27%-428.2pp |
| Employer contribution / active EE | $3,827 | $5,245-27.0% | $4,815-20.5% | $4,741-19.3% |
| Participant deferral / active EE | $7,968 | $7,801+2.1% | $7,448+7.0% | $6,401+24.5% |
| Admin fee / account holder | $10,321 | $11,568-10.8% | $10,007+3.1% | $11,429-9.7% |