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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 | $47,439 | $97,732-51.5% | $83,831-43.4% | $135,380-65.0% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -9.24% | 1287.56%-1296.8pp | 850.99%-860.2pp | 519.81%-529.0pp |
| Employer contribution / active EE | $6,072 | $4,222+43.8% | $3,631+67.2% | $4,779+27.1% |
| Participant deferral / active EE | $10,683 | $4,683+128.1% | $4,082+161.7% | $5,609+90.5% |
| Admin fee / account holder | $950 | $6,675-85.8% | $5,479-82.7% | $10,828-91.2% |