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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 | $36,226 | $180,459-79.9% | $154,108-76.5% | $135,380-73.2% |
| Participation rate | 94.1% | 87.4%+6.7pp | 83.0%+11.1pp | 82.6%+11.5pp |
| Annual return | -8.35% | 888.21%-896.6pp | 735.21%-743.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $3,138 | $6,035-48.0% | $5,298-40.8% | $4,779-34.3% |
| Participant deferral / active EE | $3,848 | $5,806-33.7% | $5,081-24.3% | $5,609-31.4% |
| Admin fee / account holder | $2,227 | $16,145-86.2% | $13,411-83.4% | $10,828-79.4% |