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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 | $113,491 | $138,078-17.8% | $125,363-9.5% | $134,509-15.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -8.37% | 750.49%-758.9pp | 572.15%-580.5pp | 418.13%-426.5pp |
| Employer contribution / active EE | $3,197 | $5,245-39.0% | $4,815-33.6% | $4,741-32.6% |
| Participant deferral / active EE | $3,523 | $7,800-54.8% | $7,447-52.7% | $6,400-44.9% |
| Admin fee / account holder | $336,839 | $11,566+2812.4% | $10,005+3266.6% | $11,427+2847.8% |