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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 | $92,059 | $135,639-32.1% | $110,241-16.5% | $135,382-32.0% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.8%+13.0pp | 82.6%+10.2pp |
| Annual return | -3.60% | 513.21%-516.8pp | 314.75%-318.3pp | 519.77%-523.4pp |
| Employer contribution / active EE | $2,901 | $4,907-40.9% | $3,827-24.2% | $4,779-39.3% |
| Participant deferral / active EE | $4,359 | $5,507-20.8% | $4,672-6.7% | $5,609-22.3% |
| Admin fee / account holder | $644 | $11,457-94.4% | $8,548-92.5% | $10,829-94.1% |