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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 | $90,976 | $180,459-49.6% | $154,108-41.0% | $135,380-32.8% |
| Participation rate | 82.4% | 87.4%-5.1pp | 83.0%-0.7pp | 82.6%-0.3pp |
| Annual return | -7.08% | 888.21%-895.3pp | 735.21%-742.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $3,377 | $6,035-44.0% | $5,298-36.3% | $4,779-29.3% |
| Participant deferral / active EE | $4,762 | $5,806-18.0% | $5,081-6.3% | $5,609-15.1% |
| Admin fee / account holder | $1,364 | $16,145-91.6% | $13,411-89.8% | $10,828-87.4% |