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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 | $76,005 | $197,819-61.6% | $155,789-51.2% | $125,388-39.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.38% | 86.73%-89.1pp | 71.54%-73.9pp | 282.24%-284.6pp |
| Employer contribution / active EE | $6,904 | $4,850+42.3% | $3,839+79.8% | $4,866+41.9% |
| Participant deferral / active EE | $4,851 | $5,631-13.9% | $4,798+1.1% | $5,352-9.4% |
| Admin fee / account holder | $24,357 | $9,544+155.2% | $7,477+225.7% | $9,541+155.3% |