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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 | $62,057 | $138,068-55.1% | $125,358-50.5% | $134,493-53.9% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -11.08% | 750.30%-761.4pp | 572.03%-583.1pp | 418.01%-429.1pp |
| Employer contribution / active EE | $7,301 | $5,244+39.2% | $4,814+51.7% | $4,740+54.0% |
| Participant deferral / active EE | $6,303 | $7,799-19.2% | $7,447-15.4% | $6,400-1.5% |
| Admin fee / account holder | $276,720 | $11,568+2292.2% | $10,007+2665.3% | $11,425+2322.1% |