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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 | $72,086 | $180,466-60.1% | $154,114-53.2% | $135,382-46.8% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -8.78% | 888.15%-896.9pp | 735.16%-743.9pp | 519.77%-528.6pp |
| Employer contribution / active EE | $1,987 | $6,035-67.1% | $5,298-62.5% | $4,779-58.4% |
| Participant deferral / active EE | $9,384 | $5,806+61.6% | $5,081+84.7% | $5,609+67.3% |
| Admin fee / account holder | $346 | $16,144-97.9% | $13,411-97.4% | $10,829-96.8% |