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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 | $29,195 | $180,459-83.8% | $154,108-81.1% | $135,380-78.4% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -7.06% | 888.21%-895.3pp | 735.21%-742.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $1,590 | $6,035-73.7% | $5,298-70.0% | $4,779-66.7% |
| Participant deferral / active EE | $4,198 | $5,806-27.7% | $5,081-17.4% | $5,609-25.2% |
| Admin fee / account holder | $482 | $16,145-97.0% | $13,411-96.4% | $10,828-95.5% |