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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 | $56,551 | $97,732-42.1% | $83,831-32.5% | $135,380-58.2% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | -5.03% | 1287.56%-1292.6pp | 850.99%-856.0pp | 519.81%-524.8pp |
| Employer contribution / active EE | $7,986 | $4,222+89.1% | $3,631+119.9% | $4,779+67.1% |
| Participant deferral / active EE | $5,094 | $4,683+8.8% | $4,082+24.8% | $5,609-9.2% |
| Admin fee / account holder | $16,310 | $6,675+144.4% | $5,479+197.7% | $10,828+50.6% |