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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 | $63,985 | $97,729-34.5% | $83,830-23.7% | $135,379-52.7% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -7.07% | 1287.52%-1294.6pp | 850.97%-858.0pp | 519.79%-526.9pp |
| Employer contribution / active EE | $1,510 | $4,222-64.2% | $3,631-58.4% | $4,779-68.4% |
| Participant deferral / active EE | $4,367 | $4,683-6.7% | $4,082+7.0% | $5,609-22.1% |
| Admin fee / account holder | $2,341 | $6,674-64.9% | $5,479-57.3% | $10,828-78.4% |