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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 | $111,163 | $138,076-19.5% | $123,553-10.0% | $135,380-17.9% |
| Participation rate | 81.3% | 84.7%-3.5pp | 82.3%-1.0pp | 82.6%-1.4pp |
| Annual return | -0.81% | 153.70%-154.5pp | 119.21%-120.0pp | 519.81%-520.6pp |
| Employer contribution / active EE | $7,163 | $5,152+39.0% | $4,628+54.8% | $4,779+49.9% |
| Participant deferral / active EE | $5,176 | $6,800-23.9% | $6,426-19.5% | $5,609-7.7% |
| Admin fee / account holder | $659 | $10,917-94.0% | $9,284-92.9% | $10,828-93.9% |