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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 | $119,493 | $180,462-33.8% | $154,111-22.5% | $135,379-11.7% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -8.50% | 888.17%-896.7pp | 735.18%-743.7pp | 519.79%-528.3pp |
| Employer contribution / active EE | $4,108 | $6,036-31.9% | $5,298-22.5% | $4,779-14.0% |
| Participant deferral / active EE | $2,945 | $5,806-49.3% | $5,081-42.0% | $5,609-47.5% |
| Admin fee / account holder | $20,571 | $16,145+27.4% | $13,411+53.4% | $10,828+90.0% |