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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 | $96,367 | $180,466-46.6% | $154,114-37.5% | $135,382-28.8% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -6.97% | 888.15%-895.1pp | 735.16%-742.1pp | 519.77%-526.7pp |
| Employer contribution / active EE | $2,419 | $6,035-59.9% | $5,298-54.3% | $4,779-49.4% |
| Participant deferral / active EE | $3,632 | $5,806-37.4% | $5,081-28.5% | $5,609-35.2% |
| Admin fee / account holder | $716 | $16,144-95.6% | $13,411-94.7% | $10,829-93.4% |