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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 | $38,595 | $97,732-60.5% | $83,831-54.0% | $135,380-71.5% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -5.29% | 1287.56%-1292.8pp | 850.99%-856.3pp | 519.81%-525.1pp |
| Employer contribution / active EE | $3,985 | $4,222-5.6% | $3,631+9.7% | $4,779-16.6% |
| Participant deferral / active EE | $6,549 | $4,683+39.9% | $4,082+60.4% | $5,609+16.8% |
| Admin fee / account holder | $7,566 | $6,675+13.4% | $5,479+38.1% | $10,828-30.1% |