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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 | $76,321 | $97,732-21.9% | $83,831-9.0% | $135,380-43.6% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -6.55% | 1287.56%-1294.1pp | 850.99%-857.5pp | 519.81%-526.4pp |
| Employer contribution / active EE | $2,538 | $4,222-39.9% | $3,631-30.1% | $4,779-46.9% |
| Participant deferral / active EE | $5,811 | $4,683+24.1% | $4,082+42.3% | $5,609+3.6% |
| Admin fee / account holder | $366 | $6,675-94.5% | $5,479-93.3% | $10,828-96.6% |