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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 | $64,694 | $97,732-33.8% | $83,831-22.8% | $135,380-52.2% |
| Participation rate | 86.4% | 80.0%+6.4pp | 76.1%+10.2pp | 82.6%+3.7pp |
| Annual return | -5.03% | 1287.56%-1292.6pp | 850.99%-856.0pp | 519.81%-524.8pp |
| Employer contribution / active EE | $6,332 | $4,222+50.0% | $3,631+74.4% | $4,779+32.5% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $18,478 | $6,675+176.8% | $5,479+237.3% | $10,828+70.6% |