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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 | $17,588 | $97,729-82.0% | $83,830-79.0% | $135,379-87.0% |
| Participation rate | 93.3% | 80.0%+13.4pp | 76.1%+17.2pp | 82.6%+10.7pp |
| Annual return | -3.20% | 1287.52%-1290.7pp | 850.97%-854.2pp | 519.79%-523.0pp |
| Employer contribution / active EE | $2,075 | $4,222-50.8% | $3,631-42.8% | $4,779-56.6% |
| Participant deferral / active EE | $2,482 | $4,683-47.0% | $4,082-39.2% | $5,609-55.7% |
| Admin fee / account holder | $5,095 | $6,674-23.7% | $5,479-7.0% | $10,828-52.9% |