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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 | $31,060 | $97,729-68.2% | $83,830-62.9% | $135,379-77.1% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -5.24% | 1287.52%-1292.8pp | 850.97%-856.2pp | 519.79%-525.0pp |
| Employer contribution / active EE | $1,091 | $4,222-74.2% | $3,631-70.0% | $4,779-77.2% |
| Participant deferral / active EE | $2,516 | $4,683-46.3% | $4,082-38.4% | $5,609-55.1% |
| Admin fee / account holder | $4,665 | $6,674-30.1% | $5,479-14.8% | $10,828-56.9% |