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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 | $107,427 | $180,459-40.5% | $154,108-30.3% | $135,380-20.6% |
| Participation rate | 76.5% | 87.4%-11.0pp | 83.0%-6.6pp | 82.6%-6.2pp |
| Annual return | -8.39% | 888.21%-896.6pp | 735.21%-743.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $2,301 | $6,035-61.9% | $5,298-56.6% | $4,779-51.9% |
| Participant deferral / active EE | $6,153 | $5,806+6.0% | $5,081+21.1% | $5,609+9.7% |
| Admin fee / account holder | $3,508 | $16,145-78.3% | $13,411-73.8% | $10,828-67.6% |