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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 | $54,067 | $97,729-44.7% | $83,830-35.5% | $135,379-60.1% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -9.46% | 1287.52%-1297.0pp | 850.97%-860.4pp | 519.79%-529.2pp |
| Employer contribution / active EE | $2,315 | $4,222-45.2% | $3,631-36.2% | $4,779-51.6% |
| Participant deferral / active EE | $4,777 | $4,683+2.0% | $4,082+17.0% | $5,609-14.8% |
| Admin fee / account holder | $1,188 | $6,674-82.2% | $5,479-78.3% | $10,828-89.0% |