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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 | $58,564 | $180,459-67.5% | $154,108-62.0% | $135,380-56.7% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -7.20% | 888.21%-895.4pp | 735.21%-742.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $4,920 | $6,035-18.5% | $5,298-7.1% | $4,779+3.0% |
| Participant deferral / active EE | $5,102 | $5,806-12.1% | $5,081+0.4% | $5,609-9.0% |
| Admin fee / account holder | $1,798 | $16,145-88.9% | $13,411-86.6% | $10,828-83.4% |