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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 | $133,160 | $180,459-26.2% | $154,108-13.6% | $135,380-1.6% |
| Participation rate | 93.3% | 87.4%+5.9pp | 83.0%+10.3pp | 82.6%+10.7pp |
| Annual return | -5.15% | 888.21%-893.4pp | 735.21%-740.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $1,529 | $6,035-74.7% | $5,298-71.1% | $4,779-68.0% |
| Participant deferral / active EE | $6,247 | $5,806+7.6% | $5,081+22.9% | $5,609+11.4% |
| Admin fee / account holder | $1,095 | $16,145-93.2% | $13,411-91.8% | $10,828-89.9% |