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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 | $58,080 | $97,729-40.6% | $83,830-30.7% | $135,379-57.1% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -9.05% | 1287.52%-1296.6pp | 850.97%-860.0pp | 519.79%-528.8pp |
| Employer contribution / active EE | $3,047 | $4,222-27.8% | $3,631-16.1% | $4,779-36.2% |
| Participant deferral / active EE | $6,123 | $4,683+30.7% | $4,082+50.0% | $5,609+9.2% |
| Admin fee / account holder | $1,376 | $6,674-79.4% | $5,479-74.9% | $10,828-87.3% |