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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 | $112,219 | $180,459-37.8% | $154,108-27.2% | $135,380-17.1% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -7.51% | 888.21%-895.7pp | 735.21%-742.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $1,729 | $6,035-71.3% | $5,298-67.4% | $4,779-63.8% |
| Participant deferral / active EE | $4,300 | $5,806-25.9% | $5,081-15.4% | $5,609-23.3% |
| Admin fee / account holder | $374 | $16,145-97.7% | $13,411-97.2% | $10,828-96.5% |