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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 | $78,766 | $90,607-13.1% | $79,467-0.9% | $135,380-41.8% |
| Participation rate | 95.2% | 76.0%+19.2pp | 73.3%+21.9pp | 82.6%+12.6pp |
| Annual return | -0.87% | 977.74%-978.6pp | 718.30%-719.2pp | 519.81%-520.7pp |
| Employer contribution / active EE | $4,510 | $3,068+47.0% | $2,800+61.1% | $4,779-5.6% |
| Participant deferral / active EE | $4,090 | $4,050+1.0% | $3,704+10.4% | $5,609-27.1% |
| Admin fee / account holder | $11,384 | $5,895+93.1% | $5,104+123.0% | $10,828+5.1% |