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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 | $84,341 | $97,729-13.7% | $83,830+0.6% | $135,379-37.7% |
| Participation rate | 93.8% | 80.0%+13.8pp | 76.1%+17.6pp | 82.6%+11.1pp |
| Annual return | -2.78% | 1287.52%-1290.3pp | 850.97%-853.8pp | 519.79%-522.6pp |
| Employer contribution / active EE | $10,108 | $4,222+139.4% | $3,631+178.4% | $4,779+111.5% |
| Participant deferral / active EE | $4,822 | $4,683+3.0% | $4,082+18.1% | $5,609-14.0% |
| Admin fee / account holder | $4,373 | $6,674-34.5% | $5,479-20.2% | $10,828-59.6% |