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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 | $72,850 | $82,630-11.8% | $64,105+13.6% | $125,389-41.9% |
| Participation rate | 81.0% | 75.9%+5.1pp | 68.2%+12.8pp | 83.2%-2.2pp |
| Annual return | -1.91% | 1489.72%-1491.6pp | 791.24%-793.2pp | 282.24%-284.2pp |
| Employer contribution / active EE | $1,526 | $2,671-42.9% | $1,820-16.2% | $4,866-68.6% |
| Participant deferral / active EE | $2,001 | $3,608-44.6% | $2,822-29.1% | $5,352-62.6% |
| Admin fee / account holder | $4,207 | $6,382-34.1% | $4,499-6.5% | $9,541-55.9% |