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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 | $55,277 | $180,462-69.4% | $154,111-64.1% | $135,379-59.2% |
| Participation rate | 93.8% | 87.4%+6.3pp | 83.0%+10.7pp | 82.6%+11.1pp |
| Annual return | -2.38% | 888.17%-890.6pp | 735.18%-737.6pp | 519.79%-522.2pp |
| Employer contribution / active EE | $3,545 | $6,036-41.3% | $5,298-33.1% | $4,779-25.8% |
| Participant deferral / active EE | $3,611 | $5,806-37.8% | $5,081-28.9% | $5,609-35.6% |
| Admin fee / account holder | $1,290 | $16,145-92.0% | $13,411-90.4% | $10,828-88.1% |