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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 | $73,128 | $180,466-59.5% | $154,114-52.5% | $135,382-46.0% |
| Participation rate | 93.3% | 87.4%+5.9pp | 83.0%+10.3pp | 82.6%+10.7pp |
| Annual return | -5.00% | 888.15%-893.1pp | 735.16%-740.2pp | 519.77%-524.8pp |
| Employer contribution / active EE | $5,350 | $6,035-11.4% | $5,298+1.0% | $4,779+12.0% |
| Participant deferral / active EE | $4,469 | $5,806-23.0% | $5,081-12.0% | $5,609-20.3% |
| Admin fee / account holder | $2,981 | $16,144-81.5% | $13,411-77.8% | $10,829-72.5% |