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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 | $85,238 | $180,462-52.8% | $154,111-44.7% | $135,379-37.0% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -1.74% | 888.17%-889.9pp | 735.18%-736.9pp | 519.79%-521.5pp |
| Employer contribution / active EE | $2,281 | $6,036-62.2% | $5,298-56.9% | $4,779-52.3% |
| Participant deferral / active EE | $3,221 | $5,806-44.5% | $5,081-36.6% | $5,609-42.6% |
| Admin fee / account holder | $6,421 | $16,145-60.2% | $13,411-52.1% | $10,828-40.7% |