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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 | $81,462 | $160,059-49.1% | $140,019-41.8% | $135,380-39.8% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.5%+4.2pp | 82.6%+9.0pp |
| Annual return | -2.17% | 911.48%-913.6pp | 651.17%-653.3pp | 519.81%-522.0pp |
| Employer contribution / active EE | $3,526 | $6,420-45.1% | $5,605-37.1% | $4,779-26.2% |
| Participant deferral / active EE | $6,675 | $7,641-12.6% | $6,927-3.6% | $5,609+19.0% |
| Admin fee / account holder | $79,229 | $13,328+494.5% | $10,705+640.1% | $10,828+631.7% |