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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 | $99,146 | $138,102-28.2% | $125,381-20.9% | $134,532-26.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -15.43% | 750.73%-766.2pp | 572.31%-587.7pp | 418.27%-433.7pp |
| Employer contribution / active EE | $8,455 | $5,245+61.2% | $4,815+75.6% | $4,741+78.3% |
| Participant deferral / active EE | $4,541 | $7,801-41.8% | $7,448-39.0% | $6,401-29.1% |
| Admin fee / account holder | $2,601 | $11,568-77.5% | $10,007-74.0% | $11,429-77.2% |