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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 | $88,964 | $97,732-9.0% | $83,831+6.1% | $135,380-34.3% |
| Participation rate | 92.9% | 80.0%+12.9pp | 76.1%+16.7pp | 82.6%+10.2pp |
| Annual return | -3.12% | 1287.56%-1290.7pp | 850.99%-854.1pp | 519.81%-522.9pp |
| Employer contribution / active EE | $2,431 | $4,222-42.4% | $3,631-33.1% | $4,779-49.1% |
| Participant deferral / active EE | $5,494 | $4,683+17.3% | $4,082+34.6% | $5,609-2.0% |
| Admin fee / account holder | $29,778 | $6,675+346.1% | $5,479+443.5% | $10,828+175.0% |