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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 | $103,658 | $138,102-24.9% | $125,381-17.3% | $134,532-22.9% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -13.95% | 750.73%-764.7pp | 572.31%-586.3pp | 418.27%-432.2pp |
| Employer contribution / active EE | $2,780 | $5,245-47.0% | $4,815-42.3% | $4,741-41.4% |
| Participant deferral / active EE | $7,887 | $7,801+1.1% | $7,448+5.9% | $6,401+23.2% |
| Admin fee / account holder | $14,045 | $11,568+21.4% | $10,007+40.4% | $11,429+22.9% |