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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 | $126,328 | $180,459-30.0% | $154,108-18.0% | $135,380-6.7% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -5.08% | 888.21%-893.3pp | 735.21%-740.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $1,675 | $6,035-72.3% | $5,298-68.4% | $4,779-65.0% |
| Participant deferral / active EE | $5,756 | $5,806-0.9% | $5,081+13.3% | $5,609+2.6% |
| Admin fee / account holder | $463 | $16,145-97.1% | $13,411-96.5% | $10,828-95.7% |