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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 | $78,527 | $160,059-50.9% | $140,019-43.9% | $135,379-42.0% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | -8.61% | 911.44%-920.1pp | 651.15%-659.8pp | 519.79%-528.4pp |
| Employer contribution / active EE | $4,528 | $6,420-29.5% | $5,605-19.2% | $4,779-5.3% |
| Participant deferral / active EE | $8,253 | $7,641+8.0% | $6,927+19.1% | $5,609+47.1% |
| Admin fee / account holder | $891 | $13,328-93.3% | $10,705-91.7% | $10,828-91.8% |