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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 | $95,227 | $180,459-47.2% | $154,108-38.2% | $135,380-29.7% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -6.63% | 888.21%-894.8pp | 735.21%-741.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $5,241 | $6,035-13.2% | $5,298-1.1% | $4,779+9.7% |
| Participant deferral / active EE | $3,875 | $5,806-33.3% | $5,081-23.7% | $5,609-30.9% |
| Admin fee / account holder | $696 | $16,145-95.7% | $13,411-94.8% | $10,828-93.6% |