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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 | $121,038 | $180,459-32.9% | $154,108-21.5% | $135,380-10.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -5.10% | 888.21%-893.3pp | 735.21%-740.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $1,562 | $6,035-74.1% | $5,298-70.5% | $4,779-67.3% |
| Participant deferral / active EE | $5,491 | $5,806-5.4% | $5,081+8.1% | $5,609-2.1% |
| Admin fee / account holder | $325 | $16,145-98.0% | $13,411-97.6% | $10,828-97.0% |