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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 | $111,533 | $180,459-38.2% | $154,108-27.6% | $135,380-17.6% |
| Participation rate | 94.4% | 87.4%+7.0pp | 83.0%+11.4pp | 82.6%+11.8pp |
| Annual return | -5.48% | 888.21%-893.7pp | 735.21%-740.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $5,526 | $6,035-8.4% | $5,298+4.3% | $4,779+15.6% |
| Participant deferral / active EE | $3,408 | $5,806-41.3% | $5,081-32.9% | $5,609-39.2% |
| Admin fee / account holder | $1,380 | $16,145-91.5% | $13,411-89.7% | $10,828-87.3% |