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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 | $29,187 | $180,459-83.8% | $154,108-81.1% | $135,380-78.4% |
| Participation rate | 95.2% | 87.4%+7.8pp | 83.0%+12.2pp | 82.6%+12.6pp |
| Annual return | -6.95% | 888.21%-895.2pp | 735.21%-742.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $4,305 | $6,035-28.7% | $5,298-18.7% | $4,779-9.9% |
| Participant deferral / active EE | $2,984 | $5,806-48.6% | $5,081-41.3% | $5,609-46.8% |
| Admin fee / account holder | $325 | $16,145-98.0% | $13,411-97.6% | $10,828-97.0% |