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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 | $34,538 | $138,114-75.0% | $125,391-72.5% | $134,545-74.3% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -7.53% | 750.88%-758.4pp | 572.41%-579.9pp | 418.37%-425.9pp |
| Employer contribution / active EE | $3,623 | $5,246-30.9% | $4,816-24.8% | $4,742-23.6% |
| Participant deferral / active EE | $6,290 | $7,801-19.4% | $7,448-15.6% | $6,401-1.7% |
| Admin fee / account holder | $131,091 | $11,570+1033.0% | $10,009+1209.8% | $11,431+1046.8% |