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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 | $71,608 | $97,732-26.7% | $83,831-14.6% | $135,380-47.1% |
| Participation rate | 88.2% | 80.0%+8.3pp | 76.1%+12.1pp | 82.6%+5.6pp |
| Annual return | -4.40% | 1287.56%-1292.0pp | 850.99%-855.4pp | 519.81%-524.2pp |
| Employer contribution / active EE | $1,467 | $4,222-65.3% | $3,631-59.6% | $4,779-69.3% |
| Participant deferral / active EE | $4,341 | $4,683-7.3% | $4,082+6.3% | $5,609-22.6% |
| Admin fee / account holder | $755 | $6,675-88.7% | $5,479-86.2% | $10,828-93.0% |