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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 | $48,240 | $97,732-50.6% | $83,831-42.5% | $135,380-64.4% |
| Participation rate | 93.8% | 80.0%+13.8pp | 76.1%+17.6pp | 82.6%+11.1pp |
| Annual return | -7.40% | 1287.56%-1295.0pp | 850.99%-858.4pp | 519.81%-527.2pp |
| Employer contribution / active EE | $1,756 | $4,222-58.4% | $3,631-51.6% | $4,779-63.2% |
| Participant deferral / active EE | $6,359 | $4,683+35.8% | $4,082+55.8% | $5,609+13.4% |
| Admin fee / account holder | $3,377 | $6,675-49.4% | $5,479-38.4% | $10,828-68.8% |