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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 | $110,324 | $180,459-38.9% | $154,108-28.4% | $135,380-18.5% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -6.84% | 888.21%-895.0pp | 735.21%-742.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $7,461 | $6,035+23.6% | $5,298+40.8% | $4,779+56.1% |
| Participant deferral / active EE | $6,665 | $5,806+14.8% | $5,081+31.2% | $5,609+18.8% |
| Admin fee / account holder | $7,380 | $16,145-54.3% | $13,411-45.0% | $10,828-31.8% |