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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 | $58,709 | $180,466-67.5% | $154,114-61.9% | $135,382-56.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -5.99% | 888.15%-894.1pp | 735.16%-741.2pp | 519.77%-525.8pp |
| Employer contribution / active EE | $12,084 | $6,035+100.2% | $5,298+128.1% | $4,779+152.9% |
| Participant deferral / active EE | $7,788 | $5,806+34.1% | $5,081+53.3% | $5,609+38.9% |
| Admin fee / account holder | $502 | $16,144-96.9% | $13,411-96.3% | $10,829-95.4% |