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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 | $241,135 | $180,459+33.6% | $154,108+56.5% | $135,380+78.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -6.37% | 888.21%-894.6pp | 735.21%-741.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $2,091 | $6,035-65.3% | $5,298-60.5% | $4,779-56.2% |
| Participant deferral / active EE | $3,629 | $5,806-37.5% | $5,081-28.6% | $5,609-35.3% |
| Admin fee / account holder | $3,347 | $16,145-79.3% | $13,411-75.0% | $10,828-69.1% |