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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 | $55,505 | $180,459-69.2% | $154,108-64.0% | $135,380-59.0% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -1.81% | 888.21%-890.0pp | 735.21%-737.0pp | 519.81%-521.6pp |
| Employer contribution / active EE | $6,626 | $6,035+9.8% | $5,298+25.1% | $4,779+38.7% |
| Participant deferral / active EE | $3,154 | $5,806-45.7% | $5,081-37.9% | $5,609-43.8% |
| Admin fee / account holder | $103,324 | $16,145+540.0% | $13,411+670.4% | $10,828+854.2% |