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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 | $23,250 | $97,732-76.2% | $83,831-72.3% | $135,380-82.8% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -5.02% | 1287.56%-1292.6pp | 850.99%-856.0pp | 519.81%-524.8pp |
| Employer contribution / active EE | $1,617 | $4,222-61.7% | $3,631-55.5% | $4,779-66.2% |
| Participant deferral / active EE | $3,471 | $4,683-25.9% | $4,082-15.0% | $5,609-38.1% |
| Admin fee / account holder | $6,837 | $6,675+2.4% | $5,479+24.8% | $10,828-36.9% |