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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 | $62,833 | $180,462-65.2% | $154,111-59.2% | $135,379-53.6% |
| Participation rate | 78.3% | 87.4%-9.2pp | 83.0%-4.8pp | 82.6%-4.4pp |
| Annual return | -3.65% | 888.17%-891.8pp | 735.18%-738.8pp | 519.79%-523.4pp |
| Employer contribution / active EE | $7,033 | $6,036+16.5% | $5,298+32.8% | $4,779+47.2% |
| Participant deferral / active EE | $4,955 | $5,806-14.7% | $5,081-2.5% | $5,609-11.7% |
| Admin fee / account holder | $6,068 | $16,145-62.4% | $13,411-54.8% | $10,828-44.0% |