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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 | $63,790 | $97,732-34.7% | $83,831-23.9% | $135,380-52.9% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | -6.31% | 1287.56%-1293.9pp | 850.99%-857.3pp | 519.81%-526.1pp |
| Employer contribution / active EE | $2,259 | $4,222-46.5% | $3,631-37.8% | $4,779-52.7% |
| Participant deferral / active EE | $4,535 | $4,683-3.2% | $4,082+11.1% | $5,609-19.2% |
| Admin fee / account holder | $4,992 | $6,675-25.2% | $5,479-8.9% | $10,828-53.9% |