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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 | $88,218 | $180,459-51.1% | $154,108-42.8% | $135,380-34.8% |
| Participation rate | 95.0% | 87.4%+7.6pp | 83.0%+12.0pp | 82.6%+12.4pp |
| Annual return | -4.91% | 888.21%-893.1pp | 735.21%-740.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $4,237 | $6,035-29.8% | $5,298-20.0% | $4,779-11.3% |
| Participant deferral / active EE | $2,871 | $5,806-50.6% | $5,081-43.5% | $5,609-48.8% |
| Admin fee / account holder | $812 | $16,145-95.0% | $13,411-93.9% | $10,828-92.5% |