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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 | $50,080 | $97,729-48.8% | $83,830-40.3% | $135,379-63.0% |
| Participation rate | 77.3% | 80.0%-2.7pp | 76.1%+1.1pp | 82.6%-5.4pp |
| Annual return | -7.82% | 1287.52%-1295.3pp | 850.97%-858.8pp | 519.79%-527.6pp |
| Employer contribution / active EE | $2,890 | $4,222-31.5% | $3,631-20.4% | $4,779-39.5% |
| Participant deferral / active EE | $6,560 | $4,683+40.1% | $4,082+60.7% | $5,609+17.0% |
| Admin fee / account holder | $1,443 | $6,674-78.4% | $5,479-73.7% | $10,828-86.7% |