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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 | $114,973 | $180,459-36.3% | $154,108-25.4% | $135,380-15.1% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -7.40% | 888.21%-895.6pp | 735.21%-742.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $6,836 | $6,035+13.3% | $5,298+29.0% | $4,779+43.0% |
| Participant deferral / active EE | $5,849 | $5,806+0.7% | $5,081+15.1% | $5,609+4.3% |
| Admin fee / account holder | $1,096 | $16,145-93.2% | $13,411-91.8% | $10,828-89.9% |