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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 | $91,243 | $97,729-6.6% | $83,830+8.8% | $135,379-32.6% |
| Participation rate | 73.7% | 80.0%-6.3pp | 76.1%-2.5pp | 82.6%-9.0pp |
| Annual return | -5.50% | 1287.52%-1293.0pp | 850.97%-856.5pp | 519.79%-525.3pp |
| Employer contribution / active EE | $3,839 | $4,222-9.1% | $3,631+5.7% | $4,779-19.7% |
| Participant deferral / active EE | $8,572 | $4,683+83.1% | $4,082+110.0% | $5,609+52.8% |
| Admin fee / account holder | $7,117 | $6,674+6.6% | $5,479+29.9% | $10,828-34.3% |