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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 | $44,047 | $180,459-75.6% | $154,108-71.4% | $135,380-67.5% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -8.57% | 888.21%-896.8pp | 735.21%-743.8pp | 519.81%-528.4pp |
| Employer contribution / active EE | $13,117 | $6,035+117.3% | $5,298+147.6% | $4,779+174.5% |
| Participant deferral / active EE | $6,818 | $5,806+17.4% | $5,081+34.2% | $5,609+21.6% |
| Admin fee / account holder | $590 | $16,145-96.3% | $13,411-95.6% | $10,828-94.6% |