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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 | $145,214 | $180,459-19.5% | $154,108-5.8% | $135,380+7.3% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -4.39% | 888.21%-892.6pp | 735.21%-739.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $3,241 | $6,035-46.3% | $5,298-38.8% | $4,779-32.2% |
| Participant deferral / active EE | $7,366 | $5,806+26.9% | $5,081+45.0% | $5,609+31.3% |
| Admin fee / account holder | $2,347 | $16,145-85.5% | $13,411-82.5% | $10,828-78.3% |