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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 | $55,290 | $97,732-43.4% | $83,831-34.0% | $135,380-59.2% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -2.75% | 1287.56%-1290.3pp | 850.99%-853.7pp | 519.81%-522.6pp |
| Employer contribution / active EE | $1,180 | $4,222-72.1% | $3,631-67.5% | $4,779-75.3% |
| Participant deferral / active EE | $2,049 | $4,683-56.2% | $4,082-49.8% | $5,609-63.5% |
| Admin fee / account holder | $5,880 | $6,675-11.9% | $5,479+7.3% | $10,828-45.7% |