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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 | $97,259 | $135,645-28.3% | $110,243-11.8% | $135,379-28.2% |
| Participation rate | 93.8% | 83.5%+10.3pp | 79.8%+13.9pp | 82.6%+11.1pp |
| Annual return | -6.16% | 513.24%-519.4pp | 314.76%-320.9pp | 519.79%-525.9pp |
| Employer contribution / active EE | $5,067 | $4,907+3.3% | $3,827+32.4% | $4,779+6.0% |
| Participant deferral / active EE | $6,137 | $5,507+11.4% | $4,672+31.4% | $5,609+9.4% |
| Admin fee / account holder | $3,688 | $11,458-67.8% | $8,548-56.9% | $10,828-65.9% |