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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 | $33,449 | $82,630-59.5% | $64,105-47.8% | $125,389-73.3% |
| Participation rate | 88.9% | 75.9%+13.0pp | 68.2%+20.7pp | 83.2%+5.7pp |
| Annual return | -0.29% | 1489.72%-1490.0pp | 791.24%-791.5pp | 282.24%-282.5pp |
| Employer contribution / active EE | $4,591 | $2,671+71.9% | $1,820+152.3% | $4,866-5.7% |
| Participant deferral / active EE | $6,864 | $3,608+90.2% | $2,822+143.3% | $5,352+28.3% |
| Admin fee / account holder | $5,475 | $6,382-14.2% | $4,499+21.7% | $9,541-42.6% |