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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 | $76,701 | $180,459-57.5% | $154,108-50.2% | $135,380-43.3% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -8.69% | 888.21%-896.9pp | 735.21%-743.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $2,909 | $6,035-51.8% | $5,298-45.1% | $4,779-39.1% |
| Participant deferral / active EE | $9,551 | $5,806+64.5% | $5,081+88.0% | $5,609+70.3% |
| Admin fee / account holder | $2,121 | $16,145-86.9% | $13,411-84.2% | $10,828-80.4% |