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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 | $57,915 | $160,059-63.8% | $140,019-58.6% | $135,379-57.2% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.5%+6.3pp | 82.6%+11.1pp |
| Annual return | -4.57% | 911.44%-916.0pp | 651.15%-655.7pp | 519.79%-524.4pp |
| Employer contribution / active EE | $4,247 | $6,420-33.8% | $5,605-24.2% | $4,779-11.1% |
| Participant deferral / active EE | $6,976 | $7,641-8.7% | $6,927+0.7% | $5,609+24.4% |
| Admin fee / account holder | $2,002 | $13,328-85.0% | $10,705-81.3% | $10,828-81.5% |