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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 | $57,300 | $97,729-41.4% | $83,830-31.6% | $135,379-57.7% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -4.14% | 1287.52%-1291.7pp | 850.97%-855.1pp | 519.79%-523.9pp |
| Employer contribution / active EE | $1,048 | $4,222-75.2% | $3,631-71.1% | $4,779-78.1% |
| Participant deferral / active EE | $1,700 | $4,683-63.7% | $4,082-58.4% | $5,609-69.7% |
| Admin fee / account holder | $586 | $6,674-91.2% | $5,479-89.3% | $10,828-94.6% |