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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 | $69,169 | $97,729-29.2% | $83,830-17.5% | $135,379-48.9% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -4.88% | 1287.52%-1292.4pp | 850.97%-855.8pp | 519.79%-524.7pp |
| Employer contribution / active EE | $3,033 | $4,222-28.2% | $3,631-16.5% | $4,779-36.5% |
| Participant deferral / active EE | $6,644 | $4,683+41.9% | $4,082+62.8% | $5,609+18.5% |
| Admin fee / account holder | $1,573 | $6,674-76.4% | $5,479-71.3% | $10,828-85.5% |