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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 | $50,274 | $97,732-48.6% | $83,831-40.0% | $135,380-62.9% |
| Participation rate | 90.5% | 80.0%+10.5pp | 76.1%+14.3pp | 82.6%+7.8pp |
| Annual return | -7.87% | 1287.56%-1295.4pp | 850.99%-858.9pp | 519.81%-527.7pp |
| Employer contribution / active EE | $2,522 | $4,222-40.3% | $3,631-30.5% | $4,779-47.2% |
| Participant deferral / active EE | $5,868 | $4,683+25.3% | $4,082+43.7% | $5,609+4.6% |
| Admin fee / account holder | $965 | $6,675-85.5% | $5,479-82.4% | $10,828-91.1% |