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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 | $58,165 | $180,462-67.8% | $154,111-62.3% | $135,379-57.0% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -2.51% | 888.17%-890.7pp | 735.18%-737.7pp | 519.79%-522.3pp |
| Employer contribution / active EE | $5,226 | $6,036-13.4% | $5,298-1.4% | $4,779+9.3% |
| Participant deferral / active EE | $4,076 | $5,806-29.8% | $5,081-19.8% | $5,609-27.3% |
| Admin fee / account holder | $10,249 | $16,145-36.5% | $13,411-23.6% | $10,828-5.3% |