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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 | $106,085 | $180,462-41.2% | $154,111-31.2% | $135,379-21.6% |
| Participation rate | 94.4% | 87.4%+7.0pp | 83.0%+11.4pp | 82.6%+11.8pp |
| Annual return | -6.32% | 888.17%-894.5pp | 735.18%-741.5pp | 519.79%-526.1pp |
| Employer contribution / active EE | $3,369 | $6,036-44.2% | $5,298-36.4% | $4,779-29.5% |
| Participant deferral / active EE | $9,102 | $5,806+56.8% | $5,081+79.1% | $5,609+62.3% |
| Admin fee / account holder | $8,393 | $16,145-48.0% | $13,411-37.4% | $10,828-22.5% |