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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 | $198,892 | $97,761+103.4% | $83,850+137.2% | $135,382+46.9% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -4.61% | 1287.44%-1292.1pp | 850.92%-855.5pp | 519.77%-524.4pp |
| Employer contribution / active EE | $3,430 | $4,222-18.8% | $3,631-5.5% | $4,779-28.2% |
| Participant deferral / active EE | $7,978 | $4,682+70.4% | $4,082+95.5% | $5,609+42.2% |
| Admin fee / account holder | $5,762 | $6,674-13.7% | $5,478+5.2% | $10,829-46.8% |