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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 | $95,161 | $160,059-40.5% | $140,019-32.0% | $135,380-29.7% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.5%+3.4pp | 82.6%+8.3pp |
| Annual return | -7.31% | 911.48%-918.8pp | 651.17%-658.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $7,320 | $6,420+14.0% | $5,605+30.6% | $4,779+53.2% |
| Participant deferral / active EE | $7,814 | $7,641+2.3% | $6,927+12.8% | $5,609+39.3% |
| Admin fee / account holder | $790 | $13,328-94.1% | $10,705-92.6% | $10,828-92.7% |