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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 | $73,865 | $180,466-59.1% | $154,114-52.1% | $135,382-45.4% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -5.82% | 888.15%-894.0pp | 735.16%-741.0pp | 519.77%-525.6pp |
| Employer contribution / active EE | $2,876 | $6,035-52.4% | $5,298-45.7% | $4,779-39.8% |
| Participant deferral / active EE | $3,611 | $5,806-37.8% | $5,081-28.9% | $5,609-35.6% |
| Admin fee / account holder | $2,995 | $16,144-81.5% | $13,411-77.7% | $10,829-72.3% |