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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 | $71,154 | $97,732-27.2% | $83,831-15.1% | $135,380-47.4% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -7.62% | 1287.56%-1295.2pp | 850.99%-858.6pp | 519.81%-527.4pp |
| Employer contribution / active EE | $2,714 | $4,222-35.7% | $3,631-25.3% | $4,779-43.2% |
| Participant deferral / active EE | $3,762 | $4,683-19.7% | $4,082-7.8% | $5,609-32.9% |
| Admin fee / account holder | $406 | $6,675-93.9% | $5,479-92.6% | $10,828-96.3% |