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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 | $42,578 | $180,462-76.4% | $154,111-72.4% | $135,379-68.5% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -8.24% | 888.17%-896.4pp | 735.18%-743.4pp | 519.79%-528.0pp |
| Employer contribution / active EE | $2,329 | $6,036-61.4% | $5,298-56.0% | $4,779-51.3% |
| Participant deferral / active EE | $7,930 | $5,806+36.6% | $5,081+56.1% | $5,609+41.4% |
| Admin fee / account holder | $1,099 | $16,145-93.2% | $13,411-91.8% | $10,828-89.8% |