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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 | $21,938 | $97,732-77.6% | $83,831-73.8% | $135,380-83.8% |
| Participation rate | 86.7% | 80.0%+6.7pp | 76.1%+10.5pp | 82.6%+4.0pp |
| Annual return | -5.87% | 1287.56%-1293.4pp | 850.99%-856.9pp | 519.81%-525.7pp |
| Employer contribution / active EE | $1,667 | $4,222-60.5% | $3,631-54.1% | $4,779-65.1% |
| Participant deferral / active EE | $5,834 | $4,683+24.6% | $4,082+42.9% | $5,609+4.0% |
| Admin fee / account holder | $6,741 | $6,675+1.0% | $5,479+23.0% | $10,828-37.7% |