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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 | $63,606 | $97,732-34.9% | $83,831-24.1% | $135,380-53.0% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -7.97% | 1287.56%-1295.5pp | 850.99%-859.0pp | 519.81%-527.8pp |
| Employer contribution / active EE | $1,278 | $4,222-69.7% | $3,631-64.8% | $4,779-73.3% |
| Participant deferral / active EE | $3,502 | $4,683-25.2% | $4,082-14.2% | $5,609-37.6% |
| Admin fee / account holder | $5,336 | $6,675-20.1% | $5,479-2.6% | $10,828-50.7% |