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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 | $47,550 | $180,462-73.7% | $154,111-69.1% | $135,379-64.9% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -3.11% | 888.17%-891.3pp | 735.18%-738.3pp | 519.79%-522.9pp |
| Employer contribution / active EE | $2,721 | $6,036-54.9% | $5,298-48.6% | $4,779-43.1% |
| Participant deferral / active EE | $4,183 | $5,806-28.0% | $5,081-17.7% | $5,609-25.4% |
| Admin fee / account holder | $17,417 | $16,145+7.9% | $13,411+29.9% | $10,828+60.9% |