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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 | $41,219 | $190,879-78.4% | $160,009-74.2% | $134,532-69.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -5.08% | 552.63%-557.7pp | 408.85%-413.9pp | 418.27%-423.3pp |
| Employer contribution / active EE | $9,967 | $4,995+99.5% | $4,225+135.9% | $4,741+110.2% |
| Participant deferral / active EE | $5,375 | $6,924-22.4% | $6,183-13.1% | $6,401-16.0% |
| Admin fee / account holder | $355 | $10,495-96.6% | $8,715-95.9% | $11,429-96.9% |