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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 | $51,841 | $97,729-47.0% | $83,830-38.2% | $135,379-61.7% |
| Participation rate | 90.5% | 80.0%+10.5pp | 76.1%+14.3pp | 82.6%+7.8pp |
| Annual return | -8.78% | 1287.52%-1296.3pp | 850.97%-859.8pp | 519.79%-528.6pp |
| Employer contribution / active EE | $3,024 | $4,222-28.4% | $3,631-16.7% | $4,779-36.7% |
| Participant deferral / active EE | $7,020 | $4,683+49.9% | $4,082+72.0% | $5,609+25.1% |
| Admin fee / account holder | $429 | $6,674-93.6% | $5,479-92.2% | $10,828-96.0% |