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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 | $28,391 | $180,459-84.3% | $154,108-81.6% | $135,380-79.0% |
| Participation rate | 90.5% | 87.4%+3.1pp | 83.0%+7.4pp | 82.6%+7.8pp |
| Annual return | -5.91% | 888.21%-894.1pp | 735.21%-741.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $1,835 | $6,035-69.6% | $5,298-65.4% | $4,779-61.6% |
| Participant deferral / active EE | $3,020 | $5,806-48.0% | $5,081-40.6% | $5,609-46.2% |
| Admin fee / account holder | $1,994 | $16,145-87.7% | $13,411-85.1% | $10,828-81.6% |