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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 | $29,522 | $97,732-69.8% | $83,831-64.8% | $135,380-78.2% |
| Participation rate | 95.5% | 80.0%+15.5pp | 76.1%+19.3pp | 82.6%+12.8pp |
| Annual return | -9.35% | 1287.56%-1296.9pp | 850.99%-860.3pp | 519.81%-529.2pp |
| Employer contribution / active EE | $3,645 | $4,222-13.7% | $3,631+0.4% | $4,779-23.7% |
| Participant deferral / active EE | $2,161 | $4,683-53.9% | $4,082-47.1% | $5,609-61.5% |
| Admin fee / account holder | $371 | $6,675-94.4% | $5,479-93.2% | $10,828-96.6% |