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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 | $80,183 | $97,761-18.0% | $83,850-4.4% | $135,382-40.8% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -4.81% | 1287.44%-1292.3pp | 850.92%-855.7pp | 519.77%-524.6pp |
| Employer contribution / active EE | $2,028 | $4,222-52.0% | $3,631-44.2% | $4,779-57.6% |
| Participant deferral / active EE | $3,391 | $4,682-27.6% | $4,082-16.9% | $5,609-39.5% |
| Admin fee / account holder | $703 | $6,674-89.5% | $5,478-87.2% | $10,829-93.5% |