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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 | $126,176 | $135,639-7.0% | $110,241+14.5% | $135,382-6.8% |
| Participation rate | 94.7% | 83.5%+11.3pp | 79.8%+14.9pp | 82.6%+12.1pp |
| Annual return | -3.73% | 513.21%-516.9pp | 314.75%-318.5pp | 519.77%-523.5pp |
| Employer contribution / active EE | $6,348 | $4,907+29.4% | $3,827+65.9% | $4,779+32.8% |
| Participant deferral / active EE | $5,462 | $5,507-0.8% | $4,672+16.9% | $5,609-2.6% |
| Admin fee / account holder | $43,773 | $11,457+282.0% | $8,548+412.1% | $10,829+304.2% |