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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 | $75,235 | $97,732-23.0% | $83,831-10.3% | $135,380-44.4% |
| Participation rate | 92.9% | 80.0%+12.9pp | 76.1%+16.7pp | 82.6%+10.2pp |
| Annual return | -6.97% | 1287.56%-1294.5pp | 850.99%-858.0pp | 519.81%-526.8pp |
| Employer contribution / active EE | $6,327 | $4,222+49.9% | $3,631+74.2% | $4,779+32.4% |
| Participant deferral / active EE | $3,949 | $4,683-15.7% | $4,082-3.3% | $5,609-29.6% |
| Admin fee / account holder | $503 | $6,675-92.5% | $5,479-90.8% | $10,828-95.4% |