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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 | $88,258 | $180,459-51.1% | $154,108-42.7% | $135,380-34.8% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -6.37% | 888.21%-894.6pp | 735.21%-741.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $1,961 | $6,035-67.5% | $5,298-63.0% | $4,779-59.0% |
| Participant deferral / active EE | $6,522 | $5,806+12.3% | $5,081+28.4% | $5,609+16.3% |
| Admin fee / account holder | $756 | $16,145-95.3% | $13,411-94.4% | $10,828-93.0% |