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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 | $68,386 | $97,761-30.0% | $83,850-18.4% | $135,382-49.5% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -6.20% | 1287.44%-1293.6pp | 850.92%-857.1pp | 519.77%-526.0pp |
| Employer contribution / active EE | $2,373 | $4,222-43.8% | $3,631-34.7% | $4,779-50.4% |
| Participant deferral / active EE | $8,726 | $4,682+86.4% | $4,082+113.8% | $5,609+55.6% |
| Admin fee / account holder | $605 | $6,674-90.9% | $5,478-89.0% | $10,829-94.4% |