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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 | $102,362 | $180,466-43.3% | $154,114-33.6% | $135,382-24.4% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -7.42% | 888.15%-895.6pp | 735.16%-742.6pp | 519.77%-527.2pp |
| Employer contribution / active EE | $2,046 | $6,035-66.1% | $5,298-61.4% | $4,779-57.2% |
| Participant deferral / active EE | $3,009 | $5,806-48.2% | $5,081-40.8% | $5,609-46.3% |
| Admin fee / account holder | $2,245 | $16,144-86.1% | $13,411-83.3% | $10,829-79.3% |