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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 | $47,485 | $180,462-73.7% | $154,111-69.2% | $135,379-64.9% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -4.99% | 888.17%-893.2pp | 735.18%-740.2pp | 519.79%-524.8pp |
| Employer contribution / active EE | $2,108 | $6,036-65.1% | $5,298-60.2% | $4,779-55.9% |
| Participant deferral / active EE | $5,291 | $5,806-8.9% | $5,081+4.1% | $5,609-5.7% |
| Admin fee / account holder | $399 | $16,145-97.5% | $13,411-97.0% | $10,828-96.3% |