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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 | $103,759 | $180,459-42.5% | $154,108-32.7% | $135,380-23.4% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -7.98% | 888.21%-896.2pp | 735.21%-743.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $6,073 | $6,035+0.6% | $5,298+14.6% | $4,779+27.1% |
| Participant deferral / active EE | $4,508 | $5,806-22.4% | $5,081-11.3% | $5,609-19.6% |
| Admin fee / account holder | $24,277 | $16,145+50.4% | $13,411+81.0% | $10,828+124.2% |