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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 | $78,714 | $180,462-56.4% | $154,111-48.9% | $135,379-41.9% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -8.54% | 888.17%-896.7pp | 735.18%-743.7pp | 519.79%-528.3pp |
| Employer contribution / active EE | $3,210 | $6,036-46.8% | $5,298-39.4% | $4,779-32.8% |
| Participant deferral / active EE | $6,906 | $5,806+18.9% | $5,081+35.9% | $5,609+23.1% |
| Admin fee / account holder | $2,799 | $16,145-82.7% | $13,411-79.1% | $10,828-74.2% |