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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 | $181,974 | $180,459+0.8% | $154,108+18.1% | $135,380+34.4% |
| Participation rate | 81.0% | 87.4%-6.5pp | 83.0%-2.1pp | 82.6%-1.7pp |
| Annual return | -3.49% | 888.21%-891.7pp | 735.21%-738.7pp | 519.81%-523.3pp |
| Employer contribution / active EE | $2,301 | $6,035-61.9% | $5,298-56.6% | $4,779-51.9% |
| Participant deferral / active EE | $4,552 | $5,806-21.6% | $5,081-10.4% | $5,609-18.8% |
| Admin fee / account holder | $4,429 | $16,145-72.6% | $13,411-67.0% | $10,828-59.1% |