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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 | $32,303 | $97,761-67.0% | $83,850-61.5% | $135,382-76.1% |
| Participation rate | 85.0% | 80.0%+5.0pp | 76.1%+8.9pp | 82.6%+2.4pp |
| Annual return | -7.62% | 1287.44%-1295.1pp | 850.92%-858.5pp | 519.77%-527.4pp |
| Employer contribution / active EE | $1,797 | $4,222-57.4% | $3,631-50.5% | $4,779-62.4% |
| Participant deferral / active EE | $3,919 | $4,682-16.3% | $4,082-4.0% | $5,609-30.1% |
| Admin fee / account holder | $581 | $6,674-91.3% | $5,478-89.4% | $10,829-94.6% |