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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 | $30,572 | $197,819-84.5% | $155,789-80.4% | $125,389-75.6% |
| Participation rate | 93.3% | 82.1%+11.2pp | 76.1%+17.2pp | 83.2%+10.1pp |
| Annual return | -3.23% | 86.73%-90.0pp | 71.54%-74.8pp | 282.24%-285.5pp |
| Employer contribution / active EE | $794 | $4,850-83.6% | $3,839-79.3% | $4,866-83.7% |
| Participant deferral / active EE | $3,557 | $5,631-36.8% | $4,798-25.9% | $5,352-33.5% |
| Admin fee / account holder | $621 | $9,544-93.5% | $7,477-91.7% | $9,541-93.5% |