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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 | $77,404 | $97,732-20.8% | $83,831-7.7% | $135,380-42.8% |
| Participation rate | 84.6% | 80.0%+4.7pp | 76.1%+8.5pp | 82.6%+2.0pp |
| Annual return | -5.80% | 1287.56%-1293.4pp | 850.99%-856.8pp | 519.81%-525.6pp |
| Employer contribution / active EE | $2,207 | $4,222-47.7% | $3,631-39.2% | $4,779-53.8% |
| Participant deferral / active EE | $6,171 | $4,683+31.8% | $4,082+51.2% | $5,609+10.0% |
| Admin fee / account holder | $14,800 | $6,675+121.7% | $5,479+170.1% | $10,828+36.7% |