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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 | $97,878 | $97,732+0.1% | $83,831+16.8% | $135,380-27.7% |
| Participation rate | 76.5% | 80.0%-3.5pp | 76.1%+0.3pp | 82.6%-6.2pp |
| Annual return | -1.23% | 1287.56%-1288.8pp | 850.99%-852.2pp | 519.81%-521.0pp |
| Employer contribution / active EE | $3,440 | $4,222-18.5% | $3,631-5.3% | $4,779-28.0% |
| Participant deferral / active EE | $7,447 | $4,683+59.0% | $4,082+82.4% | $5,609+32.8% |
| Admin fee / account holder | $5,354 | $6,675-19.8% | $5,479-2.3% | $10,828-50.6% |