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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 | $101,715 | $180,459-43.6% | $154,108-34.0% | $135,380-24.9% |
| Participation rate | 95.0% | 87.4%+7.6pp | 83.0%+12.0pp | 82.6%+12.4pp |
| Annual return | -5.43% | 888.21%-893.6pp | 735.21%-740.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $7,422 | $6,035+23.0% | $5,298+40.1% | $4,779+55.3% |
| Participant deferral / active EE | $5,927 | $5,806+2.1% | $5,081+16.7% | $5,609+5.7% |
| Admin fee / account holder | $1,907 | $16,145-88.2% | $13,411-85.8% | $10,828-82.4% |