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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 | $46,905 | $97,729-52.0% | $83,830-44.0% | $135,379-65.4% |
| Participation rate | 90.5% | 80.0%+10.5pp | 76.1%+14.3pp | 82.6%+7.8pp |
| Annual return | -5.47% | 1287.52%-1293.0pp | 850.97%-856.4pp | 519.79%-525.3pp |
| Employer contribution / active EE | $6,931 | $4,222+64.2% | $3,631+90.9% | $4,779+45.0% |
| Participant deferral / active EE | $4,298 | $4,683-8.2% | $4,082+5.3% | $5,609-23.4% |
| Admin fee / account holder | $664 | $6,674-90.1% | $5,479-87.9% | $10,828-93.9% |