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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 | $163,433 | $180,459-9.4% | $154,108+6.1% | $135,380+20.7% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -2.33% | 888.21%-890.5pp | 735.21%-737.5pp | 519.81%-522.1pp |
| Employer contribution / active EE | $4,367 | $6,035-27.6% | $5,298-17.6% | $4,779-8.6% |
| Participant deferral / active EE | $4,943 | $5,806-14.9% | $5,081-2.7% | $5,609-11.9% |
| Admin fee / account holder | $962 | $16,145-94.0% | $13,411-92.8% | $10,828-91.1% |