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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 | $41,014 | $97,732-58.0% | $83,831-51.1% | $135,380-69.7% |
| Participation rate | 91.3% | 80.0%+11.4pp | 76.1%+15.2pp | 82.6%+8.7pp |
| Annual return | -1.51% | 1287.56%-1289.1pp | 850.99%-852.5pp | 519.81%-521.3pp |
| Employer contribution / active EE | $3,822 | $4,222-9.5% | $3,631+5.3% | $4,779-20.0% |
| Participant deferral / active EE | $1,885 | $4,683-59.8% | $4,082-53.8% | $5,609-66.4% |
| Admin fee / account holder | $3,778 | $6,675-43.4% | $5,479-31.0% | $10,828-65.1% |