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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 | $112,463 | $180,466-37.7% | $154,114-27.0% | $135,382-16.9% |
| Participation rate | 95.7% | 87.4%+8.2pp | 83.0%+12.6pp | 82.6%+13.0pp |
| Annual return | -7.67% | 888.15%-895.8pp | 735.16%-742.8pp | 519.77%-527.4pp |
| Employer contribution / active EE | $6,494 | $6,035+7.6% | $5,298+22.6% | $4,779+35.9% |
| Participant deferral / active EE | $4,352 | $5,806-25.0% | $5,081-14.3% | $5,609-22.4% |
| Admin fee / account holder | $1,387 | $16,144-91.4% | $13,411-89.7% | $10,829-87.2% |