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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 | $81,459 | $160,059-49.1% | $140,019-41.8% | $135,380-39.8% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.5%+7.5pp | 82.6%+12.4pp |
| Annual return | -6.09% | 911.48%-917.6pp | 651.17%-657.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $3,458 | $6,420-46.1% | $5,605-38.3% | $4,779-27.6% |
| Participant deferral / active EE | $7,093 | $7,641-7.2% | $6,927+2.4% | $5,609+26.5% |
| Admin fee / account holder | $1,533 | $13,328-88.5% | $10,705-85.7% | $10,828-85.8% |