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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 | $73,426 | $97,732-24.9% | $83,831-12.4% | $135,380-45.8% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -8.90% | 1287.56%-1296.5pp | 850.99%-859.9pp | 519.81%-528.7pp |
| Employer contribution / active EE | $3,024 | $4,222-28.4% | $3,631-16.7% | $4,779-36.7% |
| Participant deferral / active EE | $6,048 | $4,683+29.2% | $4,082+48.2% | $5,609+7.8% |
| Admin fee / account holder | $997 | $6,675-85.1% | $5,479-81.8% | $10,828-90.8% |