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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 | $55,947 | $180,459-69.0% | $154,108-63.7% | $135,380-58.7% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -7.65% | 888.21%-895.9pp | 735.21%-742.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $6,147 | $6,035+1.8% | $5,298+16.0% | $4,779+28.6% |
| Participant deferral / active EE | $2,407 | $5,806-58.5% | $5,081-52.6% | $5,609-57.1% |
| Admin fee / account holder | $3,422 | $16,145-78.8% | $13,411-74.5% | $10,828-68.4% |