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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 | $36,230 | $180,462-79.9% | $154,111-76.5% | $135,379-73.2% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -8.08% | 888.17%-896.3pp | 735.18%-743.3pp | 519.79%-527.9pp |
| Employer contribution / active EE | $4,167 | $6,036-31.0% | $5,298-21.3% | $4,779-12.8% |
| Participant deferral / active EE | $8,440 | $5,806+45.4% | $5,081+66.1% | $5,609+50.5% |
| Admin fee / account holder | $8,192 | $16,145-49.3% | $13,411-38.9% | $10,828-24.3% |