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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 | $97,759-69.8% | $83,849-64.8% | $135,377-78.2% |
| Participation rate | 95.5% | 79.9%+15.5pp | 76.1%+19.3pp | 82.6%+12.8pp |
| Annual return | -9.35% | 1287.41%-1296.8pp | 850.91%-860.3pp | 519.75%-529.1pp |
| Employer contribution / active EE | $3,645 | $4,222-13.7% | $3,631+0.4% | $4,779-23.7% |
| Participant deferral / active EE | $2,161 | $4,682-53.8% | $4,082-47.1% | $5,609-61.5% |
| Admin fee / account holder | $371 | $6,674-94.4% | $5,478-93.2% | $10,828-96.6% |