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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 | $49,476 | $97,732-49.4% | $83,831-41.0% | $135,380-63.5% |
| Participation rate | 94.4% | 80.0%+14.5pp | 76.1%+18.3pp | 82.6%+11.8pp |
| Annual return | -8.71% | 1287.56%-1296.3pp | 850.99%-859.7pp | 519.81%-528.5pp |
| Employer contribution / active EE | $3,322 | $4,222-21.3% | $3,631-8.5% | $4,779-30.5% |
| Participant deferral / active EE | $6,060 | $4,683+29.4% | $4,082+48.4% | $5,609+8.0% |
| Admin fee / account holder | $3,937 | $6,675-41.0% | $5,479-28.1% | $10,828-63.6% |