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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 | $98,021 | $160,059-38.8% | $140,019-30.0% | $135,379-27.6% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -6.46% | 911.44%-917.9pp | 651.15%-657.6pp | 519.79%-526.2pp |
| Employer contribution / active EE | $3,517 | $6,420-45.2% | $5,605-37.3% | $4,779-26.4% |
| Participant deferral / active EE | $10,490 | $7,641+37.3% | $6,927+51.4% | $5,609+87.0% |
| Admin fee / account holder | $13,848 | $13,328+3.9% | $10,705+29.4% | $10,828+27.9% |