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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 | $178,278 | $180,462-1.2% | $154,111+15.7% | $135,379+31.7% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -7.46% | 888.17%-895.6pp | 735.18%-742.6pp | 519.79%-527.3pp |
| Employer contribution / active EE | $3,852 | $6,036-36.2% | $5,298-27.3% | $4,779-19.4% |
| Participant deferral / active EE | $6,464 | $5,806+11.3% | $5,081+27.2% | $5,609+15.2% |
| Admin fee / account holder | $3,481 | $16,145-78.4% | $13,411-74.0% | $10,828-67.8% |