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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 | $57,062 | $97,732-41.6% | $83,831-31.9% | $135,380-57.9% |
| Participation rate | 73.7% | 80.0%-6.3pp | 76.1%-2.5pp | 82.6%-9.0pp |
| Annual return | -5.57% | 1287.56%-1293.1pp | 850.99%-856.6pp | 519.81%-525.4pp |
| Employer contribution / active EE | $11,703 | $4,222+177.2% | $3,631+222.3% | $4,779+144.9% |
| Participant deferral / active EE | $1,253 | $4,683-73.3% | $4,082-69.3% | $5,609-77.7% |
| Admin fee / account holder | $2,766 | $6,675-58.6% | $5,479-49.5% | $10,828-74.5% |