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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 | $28,707 | $97,732-70.6% | $83,831-65.8% | $135,380-78.8% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | -7.05% | 1287.56%-1294.6pp | 850.99%-858.0pp | 519.81%-526.9pp |
| Employer contribution / active EE | $2,454 | $4,222-41.9% | $3,631-32.4% | $4,779-48.7% |
| Participant deferral / active EE | $3,245 | $4,683-30.7% | $4,082-20.5% | $5,609-42.2% |
| Admin fee / account holder | $453 | $6,675-93.2% | $5,479-91.7% | $10,828-95.8% |