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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 | $41,196 | $135,645-69.6% | $110,243-62.6% | $135,380-69.6% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -6.07% | 513.24%-519.3pp | 314.76%-320.8pp | 519.81%-525.9pp |
| Employer contribution / active EE | $7,229 | $4,907+47.3% | $3,827+88.9% | $4,779+51.3% |
| Participant deferral / active EE | $3,919 | $5,507-28.8% | $4,672-16.1% | $5,609-30.1% |
| Admin fee / account holder | $1,836 | $11,458-84.0% | $8,548-78.5% | $10,828-83.0% |