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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 | $86,500 | $180,459-52.1% | $154,108-43.9% | $135,380-36.1% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | -2.37% | 888.21%-890.6pp | 735.21%-737.6pp | 519.81%-522.2pp |
| Employer contribution / active EE | $4,729 | $6,035-21.6% | $5,298-10.7% | $4,779-1.0% |
| Participant deferral / active EE | $3,601 | $5,806-38.0% | $5,081-29.1% | $5,609-35.8% |
| Admin fee / account holder | $4,701 | $16,145-70.9% | $13,411-64.9% | $10,828-56.6% |