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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 | $38,328 | $90,606-57.7% | $79,466-51.8% | $135,379-71.7% |
| Participation rate | 93.3% | 76.0%+17.3pp | 73.3%+20.0pp | 82.6%+10.7pp |
| Annual return | -7.43% | 977.69%-985.1pp | 718.28%-725.7pp | 519.79%-527.2pp |
| Employer contribution / active EE | $2,587 | $3,068-15.7% | $2,800-7.6% | $4,779-45.9% |
| Participant deferral / active EE | $5,866 | $4,050+44.8% | $3,704+58.4% | $5,609+4.6% |
| Admin fee / account holder | $548 | $5,895-90.7% | $5,104-89.3% | $10,828-94.9% |