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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 | $88,405 | $180,466-51.0% | $154,114-42.6% | $135,382-34.7% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -4.28% | 888.15%-892.4pp | 735.16%-739.4pp | 519.77%-524.1pp |
| Employer contribution / active EE | $1,672 | $6,035-72.3% | $5,298-68.4% | $4,779-65.0% |
| Participant deferral / active EE | $4,858 | $5,806-16.3% | $5,081-4.4% | $5,609-13.4% |
| Admin fee / account holder | $1,654 | $16,144-89.8% | $13,411-87.7% | $10,829-84.7% |