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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 | $117,609 | $160,059-26.5% | $140,019-16.0% | $135,380-13.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.48% | 911.48%-918.0pp | 651.17%-657.6pp | 519.81%-526.3pp |
| Employer contribution / active EE | $3,467 | $6,420-46.0% | $5,605-38.2% | $4,779-27.5% |
| Participant deferral / active EE | $7,700 | $7,641+0.8% | $6,927+11.2% | $5,609+37.3% |
| Admin fee / account holder | $5,448 | $13,328-59.1% | $10,705-49.1% | $10,828-49.7% |