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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 | $34,560 | $97,732-64.6% | $83,831-58.8% | $135,380-74.5% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | -6.87% | 1287.56%-1294.4pp | 850.99%-857.9pp | 519.81%-526.7pp |
| Employer contribution / active EE | $4,228 | $4,222+0.1% | $3,631+16.4% | $4,779-11.5% |
| Participant deferral / active EE | $9,975 | $4,683+113.0% | $4,082+144.4% | $5,609+77.8% |
| Admin fee / account holder | $3,061 | $6,675-54.1% | $5,479-44.1% | $10,828-71.7% |