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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 | $179,062 | $180,459-0.8% | $154,108+16.2% | $135,380+32.3% |
| Participation rate | 76.2% | 87.4%-11.2pp | 83.0%-6.8pp | 82.6%-6.5pp |
| Annual return | -6.24% | 888.21%-894.4pp | 735.21%-741.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $2,051 | $6,035-66.0% | $5,298-61.3% | $4,779-57.1% |
| Participant deferral / active EE | $5,977 | $5,806+2.9% | $5,081+17.6% | $5,609+6.6% |
| Admin fee / account holder | $6,309 | $16,145-60.9% | $13,411-53.0% | $10,828-41.7% |