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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 | $68,131 | $97,729-30.3% | $83,830-18.7% | $135,379-49.7% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -8.25% | 1287.52%-1295.8pp | 850.97%-859.2pp | 519.79%-528.0pp |
| Employer contribution / active EE | $2,762 | $4,222-34.6% | $3,631-23.9% | $4,779-42.2% |
| Participant deferral / active EE | $4,763 | $4,683+1.7% | $4,082+16.7% | $5,609-15.1% |
| Admin fee / account holder | $580 | $6,674-91.3% | $5,479-89.4% | $10,828-94.6% |