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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 | $64,722 | $180,455-64.1% | $154,111-58.0% | $135,377-52.2% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -6.26% | 888.14%-894.4pp | 735.15%-741.4pp | 519.75%-526.0pp |
| Employer contribution / active EE | $3,421 | $6,035-43.3% | $5,298-35.4% | $4,779-28.4% |
| Participant deferral / active EE | $6,970 | $5,806+20.0% | $5,081+37.2% | $5,609+24.3% |
| Admin fee / account holder | $28,387 | $16,144+75.8% | $13,411+111.7% | $10,828+162.2% |