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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 | $35,322 | $180,459-80.4% | $154,108-77.1% | $135,380-73.9% |
| Participation rate | 95.5% | 87.4%+8.0pp | 83.0%+12.4pp | 82.6%+12.8pp |
| Annual return | -6.66% | 888.21%-894.9pp | 735.21%-741.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $4,912 | $6,035-18.6% | $5,298-7.3% | $4,779+2.8% |
| Participant deferral / active EE | $3,744 | $5,806-35.5% | $5,081-26.3% | $5,609-33.2% |
| Admin fee / account holder | $1,064 | $16,145-93.4% | $13,411-92.1% | $10,828-90.2% |