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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 | $45,014 | $104,106-56.8% | $71,086-36.7% | $135,379-66.7% |
| Participation rate | 95.2% | 65.7%+29.6pp | 54.7%+40.6pp | 82.6%+12.6pp |
| Annual return | -11.50% | 1256.30%-1267.8pp | 650.59%-662.1pp | 519.79%-531.3pp |
| Employer contribution / active EE | $5,106 | $1,485+243.8% | $1,088+369.4% | $4,779+6.8% |
| Participant deferral / active EE | $3,406 | $2,527+34.8% | $1,874+81.7% | $5,609-39.3% |
| Admin fee / account holder | $997 | $4,142-75.9% | $3,082-67.7% | $10,828-90.8% |