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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 | $61,979 | $180,459-65.7% | $154,108-59.8% | $135,380-54.2% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -6.08% | 888.21%-894.3pp | 735.21%-741.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $8,364 | $6,035+38.6% | $5,298+57.9% | $4,779+75.0% |
| Participant deferral / active EE | $5,074 | $5,806-12.6% | $5,081-0.1% | $5,609-9.5% |
| Admin fee / account holder | $375 | $16,145-97.7% | $13,411-97.2% | $10,828-96.5% |