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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 | $28,898 | $138,102-79.1% | $125,381-77.0% | $134,532-78.5% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -16.85% | 750.73%-767.6pp | 572.31%-589.2pp | 418.27%-435.1pp |
| Employer contribution / active EE | $2,858 | $5,245-45.5% | $4,815-40.7% | $4,741-39.7% |
| Participant deferral / active EE | $7,870 | $7,801+0.9% | $7,448+5.7% | $6,401+23.0% |
| Admin fee / account holder | $1,549 | $11,568-86.6% | $10,007-84.5% | $11,429-86.4% |