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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 | $51,473 | $82,630-37.7% | $64,105-19.7% | $125,389-58.9% |
| Participation rate | 84.6% | 75.9%+8.8pp | 68.2%+16.4pp | 83.2%+1.4pp |
| Annual return | -1.00% | 1489.72%-1490.7pp | 791.24%-792.2pp | 282.24%-283.2pp |
| Employer contribution / active EE | $7,742 | $2,671+189.8% | $1,820+325.4% | $4,866+59.1% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,640 | $6,382-74.3% | $4,499-63.5% | $9,541-82.8% |