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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 | $29,957 | $180,459-83.4% | $154,108-80.6% | $135,380-77.9% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | -8.47% | 888.21%-896.7pp | 735.21%-743.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $3,134 | $6,035-48.1% | $5,298-40.8% | $4,779-34.4% |
| Participant deferral / active EE | $7,180 | $5,806+23.7% | $5,081+41.3% | $5,609+28.0% |
| Admin fee / account holder | $314 | $16,145-98.1% | $13,411-97.7% | $10,828-97.1% |