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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 | $59,328 | $97,732-39.3% | $83,831-29.2% | $135,380-56.2% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -5.00% | 1287.56%-1292.6pp | 850.99%-856.0pp | 519.81%-524.8pp |
| Employer contribution / active EE | $2,306 | $4,222-45.4% | $3,631-36.5% | $4,779-51.7% |
| Participant deferral / active EE | $8,564 | $4,683+82.9% | $4,082+109.8% | $5,609+52.7% |
| Admin fee / account holder | $12,904 | $6,675+93.3% | $5,479+135.5% | $10,828+19.2% |