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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 | $28,795 | $180,462-84.0% | $154,111-81.3% | $135,379-78.7% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -6.87% | 888.17%-895.0pp | 735.18%-742.1pp | 519.79%-526.7pp |
| Employer contribution / active EE | $1,950 | $6,036-67.7% | $5,298-63.2% | $4,779-59.2% |
| Participant deferral / active EE | $4,510 | $5,806-22.3% | $5,081-11.2% | $5,609-19.6% |
| Admin fee / account holder | $4,283 | $16,145-73.5% | $13,411-68.1% | $10,828-60.4% |