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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 | $112,756 | $180,462-37.5% | $154,111-26.8% | $135,379-16.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -8.70% | 888.17%-896.9pp | 735.18%-743.9pp | 519.79%-528.5pp |
| Employer contribution / active EE | $9,869 | $6,036+63.5% | $5,298+86.3% | $4,779+106.5% |
| Participant deferral / active EE | $7,195 | $5,806+23.9% | $5,081+41.6% | $5,609+28.3% |
| Admin fee / account holder | $4,238 | $16,145-73.7% | $13,411-68.4% | $10,828-60.9% |