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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 | $51,351 | $180,462-71.5% | $154,111-66.7% | $135,379-62.1% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -0.44% | 888.17%-888.6pp | 735.18%-735.6pp | 519.79%-520.2pp |
| Employer contribution / active EE | $6,378 | $6,036+5.7% | $5,298+20.4% | $4,779+33.5% |
| Participant deferral / active EE | $5,809 | $5,806+0.1% | $5,081+14.3% | $5,609+3.6% |
| Admin fee / account holder | $6,557 | $16,145-59.4% | $13,411-51.1% | $10,828-39.4% |