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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 | $16,125 | $138,114-88.3% | $125,391-87.1% | $134,545-88.0% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -2.03% | 750.88%-752.9pp | 572.41%-574.4pp | 418.37%-420.4pp |
| Employer contribution / active EE | $3,517 | $5,246-33.0% | $4,816-27.0% | $4,742-25.8% |
| Participant deferral / active EE | $7,455 | $7,801-4.4% | $7,448+0.1% | $6,401+16.5% |
| Admin fee / account holder | $376 | $11,570-96.7% | $10,009-96.2% | $11,431-96.7% |