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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 | $89,161 | $180,462-50.6% | $154,111-42.1% | $135,379-34.1% |
| Participation rate | 87.0% | 87.4%-0.5pp | 83.0%+3.9pp | 82.6%+4.3pp |
| Annual return | -5.00% | 888.17%-893.2pp | 735.18%-740.2pp | 519.79%-524.8pp |
| Employer contribution / active EE | $6,398 | $6,036+6.0% | $5,298+20.8% | $4,779+33.9% |
| Participant deferral / active EE | $4,355 | $5,806-25.0% | $5,081-14.3% | $5,609-22.4% |
| Admin fee / account holder | $3,531 | $16,145-78.1% | $13,411-73.7% | $10,828-67.4% |