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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 | $64,977 | $97,729-33.5% | $83,830-22.5% | $135,379-52.0% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -7.68% | 1287.52%-1295.2pp | 850.97%-858.7pp | 519.79%-527.5pp |
| Employer contribution / active EE | $2,474 | $4,222-41.4% | $3,631-31.9% | $4,779-48.2% |
| Participant deferral / active EE | $3,810 | $4,683-18.6% | $4,082-6.7% | $5,609-32.1% |
| Admin fee / account holder | $761 | $6,674-88.6% | $5,479-86.1% | $10,828-93.0% |