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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 | $47,162 | $97,729-51.7% | $83,830-43.7% | $135,379-65.2% |
| Participation rate | 94.7% | 80.0%+14.8pp | 76.1%+18.6pp | 82.6%+12.1pp |
| Annual return | -7.58% | 1287.52%-1295.1pp | 850.97%-858.6pp | 519.79%-527.4pp |
| Employer contribution / active EE | $3,970 | $4,222-6.0% | $3,631+9.3% | $4,779-16.9% |
| Participant deferral / active EE | $6,872 | $4,683+46.8% | $4,082+68.4% | $5,609+22.5% |
| Admin fee / account holder | $13,080 | $6,674+96.0% | $5,479+138.7% | $10,828+20.8% |