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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 | $111,665 | $160,059-30.2% | $140,019-20.3% | $135,380-17.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -1.10% | 911.48%-912.6pp | 651.17%-652.3pp | 519.81%-520.9pp |
| Employer contribution / active EE | $5,891 | $6,420-8.2% | $5,605+5.1% | $4,779+23.3% |
| Participant deferral / active EE | $6,313 | $7,641-17.4% | $6,927-8.9% | $5,609+12.5% |
| Admin fee / account holder | $19,934 | $13,328+49.6% | $10,705+86.2% | $10,828+84.1% |