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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 | $117,074 | $97,732+19.8% | $83,831+39.7% | $135,380-13.5% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -5.94% | 1287.56%-1293.5pp | 850.99%-856.9pp | 519.81%-525.7pp |
| Employer contribution / active EE | $2,508 | $4,222-40.6% | $3,631-30.9% | $4,779-47.5% |
| Participant deferral / active EE | $6,310 | $4,683+34.8% | $4,082+54.6% | $5,609+12.5% |
| Admin fee / account holder | $19,910 | $6,675+198.3% | $5,479+263.4% | $10,828+83.9% |