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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 | $71,742 | $97,732-26.6% | $83,831-14.4% | $135,380-47.0% |
| Participation rate | 85.0% | 80.0%+5.0pp | 76.1%+8.9pp | 82.6%+2.4pp |
| Annual return | -7.56% | 1287.56%-1295.1pp | 850.99%-858.6pp | 519.81%-527.4pp |
| Employer contribution / active EE | $3,792 | $4,222-10.2% | $3,631+4.4% | $4,779-20.7% |
| Participant deferral / active EE | $3,174 | $4,683-32.2% | $4,082-22.2% | $5,609-43.4% |
| Admin fee / account holder | $22,299 | $6,675+234.1% | $5,479+307.0% | $10,828+105.9% |