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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 | $62,470 | $82,630-24.4% | $64,105-2.6% | $125,389-50.2% |
| Participation rate | 80.0% | 75.9%+4.1pp | 68.2%+11.8pp | 83.2%-3.2pp |
| Annual return | -0.48% | 1489.72%-1490.2pp | 791.24%-791.7pp | 282.24%-282.7pp |
| Employer contribution / active EE | $1,726 | $2,671-35.4% | $1,820-5.2% | $4,866-64.5% |
| Participant deferral / active EE | $3,169 | $3,608-12.2% | $2,822+12.3% | $5,352-40.8% |
| Admin fee / account holder | $7,713 | $6,382+20.9% | $4,499+71.4% | $9,541-19.2% |