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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 | $49,309 | $160,059-69.2% | $140,019-64.8% | $135,380-63.6% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -7.80% | 911.48%-919.3pp | 651.17%-659.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $2,264 | $6,420-64.7% | $5,605-59.6% | $4,779-52.6% |
| Participant deferral / active EE | $6,457 | $7,641-15.5% | $6,927-6.8% | $5,609+15.1% |
| Admin fee / account holder | $359 | $13,328-97.3% | $10,705-96.7% | $10,828-96.7% |