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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 | $116,697 | $97,732+19.4% | $83,831+39.2% | $135,380-13.8% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | -0.86% | 1287.56%-1288.4pp | 850.99%-851.8pp | 519.81%-520.7pp |
| Employer contribution / active EE | $3,804 | $4,222-9.9% | $3,631+4.8% | $4,779-20.4% |
| Participant deferral / active EE | $4,170 | $4,683-10.9% | $4,082+2.2% | $5,609-25.6% |
| Admin fee / account holder | $76,809 | $6,675+1050.8% | $5,479+1302.0% | $10,828+609.4% |