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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 | $171,303 | $180,462-5.1% | $154,111+11.2% | $135,379+26.5% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -8.05% | 888.17%-896.2pp | 735.18%-743.2pp | 519.79%-527.8pp |
| Employer contribution / active EE | $2,288 | $6,036-62.1% | $5,298-56.8% | $4,779-52.1% |
| Participant deferral / active EE | $4,563 | $5,806-21.4% | $5,081-10.2% | $5,609-18.7% |
| Admin fee / account holder | $3,837 | $16,145-76.2% | $13,411-71.4% | $10,828-64.6% |