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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 | $155,438 | $180,462-13.9% | $154,111+0.9% | $135,379+14.8% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -5.51% | 888.17%-893.7pp | 735.18%-740.7pp | 519.79%-525.3pp |
| Employer contribution / active EE | $2,934 | $6,036-51.4% | $5,298-44.6% | $4,779-38.6% |
| Participant deferral / active EE | $5,174 | $5,806-10.9% | $5,081+1.8% | $5,609-7.7% |
| Admin fee / account holder | $9,948 | $16,145-38.4% | $13,411-25.8% | $10,828-8.1% |