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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 | $71,836 | $97,732-26.5% | $83,831-14.3% | $135,380-46.9% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -9.11% | 1287.56%-1296.7pp | 850.99%-860.1pp | 519.81%-528.9pp |
| Employer contribution / active EE | $3,956 | $4,222-6.3% | $3,631+8.9% | $4,779-17.2% |
| Participant deferral / active EE | $3,710 | $4,683-20.8% | $4,082-9.1% | $5,609-33.9% |
| Admin fee / account holder | $3,202 | $6,675-52.0% | $5,479-41.6% | $10,828-70.4% |