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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 | $148,158 | $180,459-17.9% | $154,108-3.9% | $135,380+9.4% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | -6.62% | 888.21%-894.8pp | 735.21%-741.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $4,029 | $6,035-33.2% | $5,298-23.9% | $4,779-15.7% |
| Participant deferral / active EE | $5,005 | $5,806-13.8% | $5,081-1.5% | $5,609-10.8% |
| Admin fee / account holder | $6,000 | $16,145-62.8% | $13,411-55.3% | $10,828-44.6% |