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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 | $28,767 | $97,732-70.6% | $83,831-65.7% | $135,380-78.8% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | -6.97% | 1287.56%-1294.5pp | 850.99%-858.0pp | 519.81%-526.8pp |
| Employer contribution / active EE | $4,779 | $4,222+13.2% | $3,631+31.6% | $4,7790% |
| Participant deferral / active EE | $1,629 | $4,683-65.2% | $4,082-60.1% | $5,609-71.0% |
| Admin fee / account holder | $441 | $6,675-93.4% | $5,479-91.9% | $10,828-95.9% |