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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 | $97,387 | $180,459-46.0% | $154,108-36.8% | $135,380-28.1% |
| Participation rate | 78.6% | 87.4%-8.9pp | 83.0%-4.5pp | 82.6%-4.1pp |
| Annual return | -8.44% | 888.21%-896.7pp | 735.21%-743.6pp | 519.81%-528.3pp |
| Employer contribution / active EE | $6,368 | $6,035+5.5% | $5,298+20.2% | $4,779+33.3% |
| Participant deferral / active EE | $3,420 | $5,806-41.1% | $5,081-32.7% | $5,609-39.0% |
| Admin fee / account holder | $868 | $16,145-94.6% | $13,411-93.5% | $10,828-92.0% |