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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 | $86,014 | $160,059-46.3% | $140,019-38.6% | $135,380-36.5% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.5%+4.2pp | 82.6%+9.0pp |
| Annual return | -5.40% | 911.48%-916.9pp | 651.17%-656.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $1,699 | $6,420-73.5% | $5,605-69.7% | $4,779-64.4% |
| Participant deferral / active EE | $5,352 | $7,641-30.0% | $6,927-22.7% | $5,609-4.6% |
| Admin fee / account holder | $3,816 | $13,328-71.4% | $10,705-64.4% | $10,828-64.8% |