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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 | $111,674 | $190,916-41.5% | $160,037-30.2% | $134,545-17.0% |
| Participation rate | 91.3% | 82.0%+9.3pp | 78.0%+13.3pp | 81.2%+10.1pp |
| Annual return | -15.13% | 552.79%-567.9pp | 408.95%-424.1pp | 418.37%-433.5pp |
| Employer contribution / active EE | $7,011 | $4,996+40.4% | $4,226+65.9% | $4,742+47.9% |
| Participant deferral / active EE | $6,777 | $6,925-2.1% | $6,184+9.6% | $6,401+5.9% |
| Admin fee / account holder | $1,091 | $10,497-89.6% | $8,716-87.5% | $11,431-90.5% |