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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 | $100,614 | $147,727-31.9% | $115,756-13.1% | $134,532-25.2% |
| Participation rate | 71.4% | 80.4%-9.0pp | 77.1%-5.7pp | 81.2%-9.8pp |
| Annual return | -8.34% | 73.96%-82.3pp | 143.14%-151.5pp | 418.27%-426.6pp |
| Employer contribution / active EE | $10,202 | $4,713+116.5% | $3,793+169.0% | $4,741+115.2% |
| Participant deferral / active EE | $6,484 | $7,563-14.3% | $6,254+3.7% | $6,401+1.3% |
| Admin fee / account holder | $6,835 | $14,571-53.1% | $8,124-15.9% | $11,429-40.2% |