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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 | $133,648 | $180,459-25.9% | $154,108-13.3% | $135,380-1.3% |
| Participation rate | 89.5% | 87.4%+2.0pp | 83.0%+6.4pp | 82.6%+6.8pp |
| Annual return | -2.99% | 888.21%-891.2pp | 735.21%-738.2pp | 519.81%-522.8pp |
| Employer contribution / active EE | $2,249 | $6,035-62.7% | $5,298-57.5% | $4,779-52.9% |
| Participant deferral / active EE | $6,047 | $5,806+4.1% | $5,081+19.0% | $5,609+7.8% |
| Admin fee / account holder | $17,507 | $16,145+8.4% | $13,411+30.5% | $10,828+61.7% |