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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 | $102,841 | $160,059-35.7% | $140,019-26.6% | $135,380-24.0% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -5.21% | 911.48%-916.7pp | 651.17%-656.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $3,365 | $6,420-47.6% | $5,605-40.0% | $4,779-29.6% |
| Participant deferral / active EE | $7,416 | $7,641-2.9% | $6,927+7.1% | $5,609+32.2% |
| Admin fee / account holder | $11,600 | $13,328-13.0% | $10,705+8.4% | $10,828+7.1% |