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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 | $117,266 | $97,732+20.0% | $83,831+39.9% | $135,380-13.4% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | -1.43% | 1287.56%-1289.0pp | 850.99%-852.4pp | 519.81%-521.2pp |
| Employer contribution / active EE | $3,317 | $4,222-21.4% | $3,631-8.6% | $4,779-30.6% |
| Participant deferral / active EE | $5,723 | $4,683+22.2% | $4,082+40.2% | $5,609+2.0% |
| Admin fee / account holder | $4,999 | $6,675-25.1% | $5,479-8.8% | $10,828-53.8% |