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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 | $120,884 | $160,059-24.5% | $140,019-13.7% | $135,380-10.7% |
| Participation rate | 89.5% | 88.5%+0.9pp | 87.5%+2.0pp | 82.6%+6.8pp |
| Annual return | -3.45% | 911.48%-914.9pp | 651.17%-654.6pp | 519.81%-523.3pp |
| Employer contribution / active EE | $2,713 | $6,420-57.7% | $5,605-51.6% | $4,779-43.2% |
| Participant deferral / active EE | $4,870 | $7,641-36.3% | $6,927-29.7% | $5,609-13.2% |
| Admin fee / account holder | $3,849 | $13,328-71.1% | $10,705-64.0% | $10,828-64.5% |