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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 | $105,624 | $180,466-41.5% | $154,114-31.5% | $135,382-22.0% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -5.88% | 888.15%-894.0pp | 735.16%-741.0pp | 519.77%-525.6pp |
| Employer contribution / active EE | $4,615 | $6,035-23.5% | $5,298-12.9% | $4,779-3.4% |
| Participant deferral / active EE | $3,472 | $5,806-40.2% | $5,081-31.7% | $5,609-38.1% |
| Admin fee / account holder | $2,683 | $16,144-83.4% | $13,411-80.0% | $10,829-75.2% |