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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 | $59,438 | $97,732-39.2% | $83,831-29.1% | $135,380-56.1% |
| Participation rate | 95.2% | 80.0%+15.3pp | 76.1%+19.1pp | 82.6%+12.6pp |
| Annual return | -6.46% | 1287.56%-1294.0pp | 850.99%-857.4pp | 519.81%-526.3pp |
| Employer contribution / active EE | $4,480 | $4,222+6.1% | $3,631+23.4% | $4,779-6.3% |
| Participant deferral / active EE | $3,711 | $4,683-20.8% | $4,082-9.1% | $5,609-33.8% |
| Admin fee / account holder | $2,598 | $6,675-61.1% | $5,479-52.6% | $10,828-76.0% |