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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 | $63,813 | $180,459-64.6% | $154,108-58.6% | $135,380-52.9% |
| Participation rate | 95.0% | 87.4%+7.6pp | 83.0%+12.0pp | 82.6%+12.4pp |
| Annual return | -6.51% | 888.21%-894.7pp | 735.21%-741.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $1,562 | $6,035-74.1% | $5,298-70.5% | $4,779-67.3% |
| Participant deferral / active EE | $4,099 | $5,806-29.4% | $5,081-19.3% | $5,609-26.9% |
| Admin fee / account holder | $3,410 | $16,145-78.9% | $13,411-74.6% | $10,828-68.5% |