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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 | $60,901 | $138,114-55.9% | $125,391-51.4% | $134,545-54.7% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -19.76% | 750.88%-770.6pp | 572.41%-592.2pp | 418.37%-438.1pp |
| Employer contribution / active EE | $3,485 | $5,246-33.6% | $4,816-27.6% | $4,742-26.5% |
| Participant deferral / active EE | $7,421 | $7,801-4.9% | $7,448-0.4% | $6,401+15.9% |
| Admin fee / account holder | $465 | $11,570-96.0% | $10,009-95.4% | $11,431-95.9% |