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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 | $146,779 | $180,459-18.7% | $154,108-4.8% | $135,380+8.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -8.69% | 888.21%-896.9pp | 735.21%-743.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $3,190 | $6,035-47.1% | $5,298-39.8% | $4,779-33.2% |
| Participant deferral / active EE | $10,443 | $5,806+79.8% | $5,081+105.5% | $5,609+86.2% |
| Admin fee / account holder | $406 | $16,145-97.5% | $13,411-97.0% | $10,828-96.3% |