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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 | $77,842 | $97,729-20.3% | $83,830-7.1% | $135,379-42.5% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -7.52% | 1287.52%-1295.0pp | 850.97%-858.5pp | 519.79%-527.3pp |
| Employer contribution / active EE | $3,326 | $4,222-21.2% | $3,631-8.4% | $4,779-30.4% |
| Participant deferral / active EE | $9,706 | $4,683+107.3% | $4,082+137.8% | $5,609+73.0% |
| Admin fee / account holder | $5,934 | $6,674-11.1% | $5,479+8.3% | $10,828-45.2% |