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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 | $73,305 | $97,732-25.0% | $83,831-12.6% | $135,380-45.9% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -9.04% | 1287.56%-1296.6pp | 850.99%-860.0pp | 519.81%-528.8pp |
| Employer contribution / active EE | $4,339 | $4,222+2.8% | $3,631+19.5% | $4,779-9.2% |
| Participant deferral / active EE | $4,729 | $4,683+1.0% | $4,082+15.9% | $5,609-15.7% |
| Admin fee / account holder | $2,679 | $6,675-59.9% | $5,479-51.1% | $10,828-75.3% |