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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 | $62,522 | $97,732-36.0% | $83,831-25.4% | $135,380-53.8% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -9.62% | 1287.56%-1297.2pp | 850.99%-860.6pp | 519.81%-529.4pp |
| Employer contribution / active EE | $1,782 | $4,222-57.8% | $3,631-50.9% | $4,779-62.7% |
| Participant deferral / active EE | $5,808 | $4,683+24.0% | $4,082+42.3% | $5,609+3.6% |
| Admin fee / account holder | $2,392 | $6,675-64.2% | $5,479-56.3% | $10,828-77.9% |