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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 | $31,188 | $180,462-82.7% | $154,111-79.8% | $135,379-77.0% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -5.23% | 888.17%-893.4pp | 735.18%-740.4pp | 519.79%-525.0pp |
| Employer contribution / active EE | $1,961 | $6,036-67.5% | $5,298-63.0% | $4,779-59.0% |
| Participant deferral / active EE | $2,369 | $5,806-59.2% | $5,081-53.4% | $5,609-57.8% |
| Admin fee / account holder | $385 | $16,145-97.6% | $13,411-97.1% | $10,828-96.4% |