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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 | $41,313 | $97,732-57.7% | $83,831-50.7% | $135,380-69.5% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -5.40% | 1287.56%-1293.0pp | 850.99%-856.4pp | 519.81%-525.2pp |
| Employer contribution / active EE | $6,232 | $4,222+47.6% | $3,631+71.6% | $4,779+30.4% |
| Participant deferral / active EE | $7,358 | $4,683+57.1% | $4,082+80.3% | $5,609+31.2% |
| Admin fee / account holder | $8,314 | $6,675+24.6% | $5,479+51.7% | $10,828-23.2% |