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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 | $37,027 | $135,639-72.7% | $110,241-66.4% | $135,382-72.6% |
| Participation rate | 90.5% | 83.5%+7.0pp | 79.8%+10.7pp | 82.6%+7.8pp |
| Annual return | -5.38% | 513.21%-518.6pp | 314.75%-320.1pp | 519.77%-525.2pp |
| Employer contribution / active EE | $5,145 | $4,907+4.9% | $3,827+34.4% | $4,779+7.7% |
| Participant deferral / active EE | $21,627 | $5,507+292.7% | $4,672+362.9% | $5,609+285.6% |
| Admin fee / account holder | $11,263 | $11,457-1.7% | $8,548+31.8% | $10,829+4.0% |