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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 | $60,890 | $180,459-66.3% | $154,108-60.5% | $135,380-55.0% |
| Participation rate | 87.0% | 87.4%-0.5pp | 83.0%+3.9pp | 82.6%+4.3pp |
| Annual return | -4.52% | 888.21%-892.7pp | 735.21%-739.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $3,579 | $6,035-40.7% | $5,298-32.4% | $4,779-25.1% |
| Participant deferral / active EE | $3,884 | $5,806-33.1% | $5,081-23.6% | $5,609-30.8% |
| Admin fee / account holder | $724 | $16,145-95.5% | $13,411-94.6% | $10,828-93.3% |