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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 | $47,061 | $97,732-51.8% | $83,831-43.9% | $135,380-65.2% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | -6.99% | 1287.56%-1294.5pp | 850.99%-858.0pp | 519.81%-526.8pp |
| Employer contribution / active EE | $6,945 | $4,222+64.5% | $3,631+91.3% | $4,779+45.3% |
| Participant deferral / active EE | $7,207 | $4,683+53.9% | $4,082+76.6% | $5,609+28.5% |
| Admin fee / account holder | $2,144 | $6,675-67.9% | $5,479-60.9% | $10,828-80.2% |