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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 | $71,814 | $180,459-60.2% | $154,108-53.4% | $135,380-47.0% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -0.08% | 888.21%-888.3pp | 735.21%-735.3pp | 519.81%-519.9pp |
| Employer contribution / active EE | $1,828 | $6,035-69.7% | $5,298-65.5% | $4,779-61.8% |
| Participant deferral / active EE | $3,068 | $5,806-47.2% | $5,081-39.6% | $5,609-45.3% |
| Admin fee / account holder | $8,890 | $16,145-44.9% | $13,411-33.7% | $10,828-17.9% |