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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 | $44,196 | $180,459-75.5% | $154,108-71.3% | $135,380-67.4% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -8.52% | 888.21%-896.7pp | 735.21%-743.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $1,968 | $6,035-67.4% | $5,298-62.8% | $4,779-58.8% |
| Participant deferral / active EE | $6,543 | $5,806+12.7% | $5,081+28.8% | $5,609+16.6% |
| Admin fee / account holder | $2,218 | $16,145-86.3% | $13,411-83.5% | $10,828-79.5% |