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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 | $70,556 | $180,459-60.9% | $154,108-54.2% | $135,380-47.9% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -3.04% | 888.21%-891.3pp | 735.21%-738.2pp | 519.81%-522.8pp |
| Employer contribution / active EE | $2,544 | $6,035-57.9% | $5,298-52.0% | $4,779-46.8% |
| Participant deferral / active EE | $7,210 | $5,806+24.2% | $5,081+41.9% | $5,609+28.5% |
| Admin fee / account holder | $70,973 | $16,145+339.6% | $13,411+429.2% | $10,828+555.4% |