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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 | $32,598 | $97,732-66.6% | $83,831-61.1% | $135,380-75.9% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -7.01% | 1287.56%-1294.6pp | 850.99%-858.0pp | 519.81%-526.8pp |
| Employer contribution / active EE | $2,719 | $4,222-35.6% | $3,631-25.1% | $4,779-43.1% |
| Participant deferral / active EE | $4,023 | $4,683-14.1% | $4,082-1.4% | $5,609-28.3% |
| Admin fee / account holder | $2,020 | $6,675-69.7% | $5,479-63.1% | $10,828-81.3% |