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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 | $102,078 | $180,459-43.4% | $154,108-33.8% | $135,380-24.6% |
| Participation rate | 84.6% | 87.4%-2.8pp | 83.0%+1.6pp | 82.6%+2.0pp |
| Annual return | -3.47% | 888.21%-891.7pp | 735.21%-738.7pp | 519.81%-523.3pp |
| Employer contribution / active EE | $5,384 | $6,035-10.8% | $5,298+1.6% | $4,779+12.7% |
| Participant deferral / active EE | $4,522 | $5,806-22.1% | $5,081-11.0% | $5,609-19.4% |
| Admin fee / account holder | $2,214 | $16,145-86.3% | $13,411-83.5% | $10,828-79.5% |