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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 | $78,200 | $97,732-20.0% | $83,831-6.7% | $135,380-42.2% |
| Participation rate | 91.3% | 80.0%+11.4pp | 76.1%+15.2pp | 82.6%+8.7pp |
| Annual return | -0.44% | 1287.56%-1288.0pp | 850.99%-851.4pp | 519.81%-520.2pp |
| Employer contribution / active EE | $5,511 | $4,222+30.5% | $3,631+51.8% | $4,779+15.3% |
| Participant deferral / active EE | $3,757 | $4,683-19.8% | $4,082-8.0% | $5,609-33.0% |
| Admin fee / account holder | $534 | $6,675-92.0% | $5,479-90.2% | $10,828-95.1% |