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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 | $51,064 | $180,459-71.7% | $154,108-66.9% | $135,380-62.3% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | -6.37% | 888.21%-894.6pp | 735.21%-741.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $5,713 | $6,035-5.3% | $5,298+7.8% | $4,779+19.6% |
| Participant deferral / active EE | $7,370 | $5,806+26.9% | $5,081+45.1% | $5,609+31.4% |
| Admin fee / account holder | $530 | $16,145-96.7% | $13,411-96.0% | $10,828-95.1% |