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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 | $71,384 | $97,732-27.0% | $83,831-14.8% | $135,380-47.3% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -8.35% | 1287.56%-1295.9pp | 850.99%-859.3pp | 519.81%-528.2pp |
| Employer contribution / active EE | $2,648 | $4,222-37.3% | $3,631-27.1% | $4,779-44.6% |
| Participant deferral / active EE | $3,973 | $4,683-15.2% | $4,082-2.7% | $5,609-29.2% |
| Admin fee / account holder | $378 | $6,675-94.3% | $5,479-93.1% | $10,828-96.5% |