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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 | $56,742 | $180,459-68.6% | $154,108-63.2% | $135,380-58.1% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -2.81% | 888.21%-891.0pp | 735.21%-738.0pp | 519.81%-522.6pp |
| Employer contribution / active EE | $1,683 | $6,035-72.1% | $5,298-68.2% | $4,779-64.8% |
| Participant deferral / active EE | $6,462 | $5,806+11.3% | $5,081+27.2% | $5,609+15.2% |
| Admin fee / account holder | $581 | $16,145-96.4% | $13,411-95.7% | $10,828-94.6% |