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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 | $29,119 | $180,459-83.9% | $154,108-81.1% | $135,380-78.5% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -7.40% | 888.21%-895.6pp | 735.21%-742.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $9,072 | $6,035+50.3% | $5,298+71.2% | $4,779+89.8% |
| Participant deferral / active EE | $6,199 | $5,806+6.8% | $5,081+22.0% | $5,609+10.5% |
| Admin fee / account holder | $836 | $16,145-94.8% | $13,411-93.8% | $10,828-92.3% |