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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 | $37,752 | $82,630-54.3% | $64,105-41.1% | $125,389-69.9% |
| Participation rate | 87.5% | 75.9%+11.6pp | 68.2%+19.3pp | 83.2%+4.3pp |
| Annual return | -1.55% | 1489.72%-1491.3pp | 791.24%-792.8pp | 282.24%-283.8pp |
| Employer contribution / active EE | $5,964 | $2,671+123.3% | $1,820+227.7% | $4,866+22.6% |
| Participant deferral / active EE | $3,499 | $3,608-3.0% | $2,822+24.0% | $5,352-34.6% |
| Admin fee / account holder | $1,740 | $6,382-72.7% | $4,499-61.3% | $9,541-81.8% |