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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 | $39,380 | $180,459-78.2% | $154,108-74.4% | $135,380-70.9% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -2.13% | 888.21%-890.3pp | 735.21%-737.3pp | 519.81%-521.9pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,290 | $5,806-8.9% | $5,081+4.1% | $5,609-5.7% |
| Admin fee / account holder | $3,587 | $16,145-77.8% | $13,411-73.3% | $10,828-66.9% |