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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 | $32,074 | $97,761-67.2% | $83,850-61.7% | $135,382-76.3% |
| Participation rate | 92.3% | 80.0%+12.4pp | 76.1%+16.2pp | 82.6%+9.7pp |
| Annual return | -6.30% | 1287.44%-1293.7pp | 850.92%-857.2pp | 519.77%-526.1pp |
| Employer contribution / active EE | $4,712 | $4,222+11.6% | $3,631+29.8% | $4,779-1.4% |
| Participant deferral / active EE | $2,259 | $4,682-51.8% | $4,082-44.7% | $5,609-59.7% |
| Admin fee / account holder | $478 | $6,674-92.8% | $5,478-91.3% | $10,829-95.6% |