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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 | $62,401 | $97,761-36.2% | $83,850-25.6% | $135,382-53.9% |
| Participation rate | 87.0% | 80.0%+7.0pp | 76.1%+10.8pp | 82.6%+4.3pp |
| Annual return | -5.89% | 1287.44%-1293.3pp | 850.92%-856.8pp | 519.77%-525.7pp |
| Employer contribution / active EE | $2,175 | $4,222-48.5% | $3,631-40.1% | $4,779-54.5% |
| Participant deferral / active EE | $3,012 | $4,682-35.7% | $4,082-26.2% | $5,609-46.3% |
| Admin fee / account holder | $1,629 | $6,674-75.6% | $5,478-70.3% | $10,829-85.0% |