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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 | $97,239 | $135,639-28.3% | $110,241-11.8% | $135,382-28.2% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -2.81% | 513.21%-516.0pp | 314.75%-317.6pp | 519.77%-522.6pp |
| Employer contribution / active EE | $6,217 | $4,907+26.7% | $3,827+62.5% | $4,779+30.1% |
| Participant deferral / active EE | $7,932 | $5,507+44.0% | $4,672+69.8% | $5,609+41.4% |
| Admin fee / account holder | $10,200 | $11,457-11.0% | $8,548+19.3% | $10,829-5.8% |