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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 | $72,309 | $180,459-59.9% | $154,108-53.1% | $135,380-46.6% |
| Participation rate | 84.6% | 87.4%-2.8pp | 83.0%+1.6pp | 82.6%+2.0pp |
| Annual return | -2.03% | 888.21%-890.2pp | 735.21%-737.2pp | 519.81%-521.8pp |
| Employer contribution / active EE | $5,454 | $6,035-9.6% | $5,298+3.0% | $4,779+14.1% |
| Participant deferral / active EE | $3,372 | $5,806-41.9% | $5,081-33.6% | $5,609-39.9% |
| Admin fee / account holder | $6,711 | $16,145-58.4% | $13,411-50.0% | $10,828-38.0% |