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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 | $67,191 | $180,462-62.8% | $154,111-56.4% | $135,379-50.4% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -5.74% | 888.17%-893.9pp | 735.18%-740.9pp | 519.79%-525.5pp |
| Employer contribution / active EE | $6,252 | $6,036+3.6% | $5,298+18.0% | $4,779+30.8% |
| Participant deferral / active EE | $6,313 | $5,806+8.7% | $5,081+24.3% | $5,609+12.6% |
| Admin fee / account holder | $3,448 | $16,145-78.6% | $13,411-74.3% | $10,828-68.2% |