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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 | $104,932 | $180,462-41.9% | $154,111-31.9% | $135,379-22.5% |
| Participation rate | 76.9% | 87.4%-10.5pp | 83.0%-6.1pp | 82.6%-5.7pp |
| Annual return | -8.73% | 888.17%-896.9pp | 735.18%-743.9pp | 519.79%-528.5pp |
| Employer contribution / active EE | $2,414 | $6,036-60.0% | $5,298-54.4% | $4,779-49.5% |
| Participant deferral / active EE | $3,458 | $5,806-40.4% | $5,081-31.9% | $5,609-38.4% |
| Admin fee / account holder | $8,741 | $16,145-45.9% | $13,411-34.8% | $10,828-19.3% |