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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 | $26,161 | $97,729-73.2% | $83,830-68.8% | $135,379-80.7% |
| Participation rate | 94.1% | 80.0%+14.2pp | 76.1%+18.0pp | 82.6%+11.5pp |
| Annual return | -6.16% | 1287.52%-1293.7pp | 850.97%-857.1pp | 519.79%-525.9pp |
| Employer contribution / active EE | $902 | $4,222-78.6% | $3,631-75.2% | $4,779-81.1% |
| Participant deferral / active EE | $2,953 | $4,683-36.9% | $4,082-27.7% | $5,609-47.4% |
| Admin fee / account holder | $2,547 | $6,674-61.8% | $5,479-53.5% | $10,828-76.5% |