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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 | $76,846 | $180,459-57.4% | $154,108-50.1% | $135,380-43.2% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -5.83% | 888.21%-894.0pp | 735.21%-741.0pp | 519.81%-525.6pp |
| Employer contribution / active EE | $2,287 | $6,035-62.1% | $5,298-56.8% | $4,779-52.1% |
| Participant deferral / active EE | $5,101 | $5,806-12.2% | $5,081+0.4% | $5,609-9.1% |
| Admin fee / account holder | $19,981 | $16,145+23.8% | $13,411+49.0% | $10,828+84.5% |