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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 | $97,417 | $180,462-46.0% | $154,111-36.8% | $135,379-28.0% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -7.01% | 888.17%-895.2pp | 735.18%-742.2pp | 519.79%-526.8pp |
| Employer contribution / active EE | $2,442 | $6,036-59.5% | $5,298-53.9% | $4,779-48.9% |
| Participant deferral / active EE | $7,746 | $5,806+33.4% | $5,081+52.5% | $5,609+38.1% |
| Admin fee / account holder | $819 | $16,145-94.9% | $13,411-93.9% | $10,828-92.4% |