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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 | $59,036 | $97,761-39.6% | $83,850-29.6% | $135,382-56.4% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -7.92% | 1287.44%-1295.4pp | 850.92%-858.8pp | 519.77%-527.7pp |
| Employer contribution / active EE | $3,202 | $4,222-24.2% | $3,631-11.8% | $4,779-33.0% |
| Participant deferral / active EE | $7,101 | $4,682+51.7% | $4,082+74.0% | $5,609+26.6% |
| Admin fee / account holder | $7,784 | $6,674+16.6% | $5,478+42.1% | $10,829-28.1% |