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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 | $58,449 | $180,459-67.6% | $154,108-62.1% | $135,380-56.8% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -6.36% | 888.21%-894.6pp | 735.21%-741.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $2,183 | $6,035-63.8% | $5,298-58.8% | $4,779-54.3% |
| Participant deferral / active EE | $5,662 | $5,806-2.5% | $5,081+11.4% | $5,609+0.9% |
| Admin fee / account holder | $1,262 | $16,145-92.2% | $13,411-90.6% | $10,828-88.3% |