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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 | $55,256 | $180,459-69.4% | $154,108-64.1% | $135,380-59.2% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -5.08% | 888.21%-893.3pp | 735.21%-740.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $5,611 | $6,035-7.0% | $5,298+5.9% | $4,779+17.4% |
| Participant deferral / active EE | $5,230 | $5,806-9.9% | $5,081+2.9% | $5,609-6.8% |
| Admin fee / account holder | $340 | $16,145-97.9% | $13,411-97.5% | $10,828-96.9% |