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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 | $111,378 | $180,466-38.3% | $154,114-27.7% | $135,382-17.7% |
| Participation rate | 87.0% | 87.4%-0.5pp | 83.0%+3.9pp | 82.6%+4.3pp |
| Annual return | -3.89% | 888.15%-892.0pp | 735.16%-739.1pp | 519.77%-523.7pp |
| Employer contribution / active EE | $2,001 | $6,035-66.8% | $5,298-62.2% | $4,779-58.1% |
| Participant deferral / active EE | $4,032 | $5,806-30.6% | $5,081-20.6% | $5,609-28.1% |
| Admin fee / account holder | $13,602 | $16,144-15.7% | $13,411+1.4% | $10,829+25.6% |