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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 | $101,935 | $92,743+9.9% | $82,744+23.2% | $134,532-24.2% |
| Participation rate | 72.2% | 75.2%-3.0pp | 72.6%-0.3pp | 81.2%-9.0pp |
| Annual return | -11.17% | 946.63%-957.8pp | 702.22%-713.4pp | 418.27%-429.4pp |
| Employer contribution / active EE | $769 | $3,273-76.5% | $3,008-74.4% | $4,741-83.8% |
| Participant deferral / active EE | $1,969 | $4,802-59.0% | $4,395-55.2% | $6,401-69.2% |
| Admin fee / account holder | $1,741 | $5,977-70.9% | $5,325-67.3% | $11,429-84.8% |