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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 | $21,101 | $97,732-78.4% | $83,831-74.8% | $135,380-84.4% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -6.15% | 1287.56%-1293.7pp | 850.99%-857.1pp | 519.81%-526.0pp |
| Employer contribution / active EE | $1,116 | $4,222-73.6% | $3,631-69.3% | $4,779-76.6% |
| Participant deferral / active EE | $1,728 | $4,683-63.1% | $4,082-57.7% | $5,609-69.2% |
| Admin fee / account holder | $1,091 | $6,675-83.7% | $5,479-80.1% | $10,828-89.9% |