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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 | $48,088 | $138,114-65.2% | $125,391-61.6% | $134,545-64.3% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.5pp | 81.2%-4.3pp |
| Annual return | -4.64% | 750.88%-755.5pp | 572.41%-577.1pp | 418.37%-423.0pp |
| Employer contribution / active EE | $9,072 | $5,246+72.9% | $4,816+88.4% | $4,742+91.3% |
| Participant deferral / active EE | $3,217 | $7,801-58.8% | $7,448-56.8% | $6,401-49.7% |
| Admin fee / account holder | $2,391 | $11,570-79.3% | $10,009-76.1% | $11,431-79.1% |