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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 | $29,468 | $97,729-69.8% | $83,830-64.8% | $135,379-78.2% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | -3.84% | 1287.52%-1291.4pp | 850.97%-854.8pp | 519.79%-523.6pp |
| Employer contribution / active EE | $1,967 | $4,222-53.4% | $3,631-45.8% | $4,779-58.8% |
| Participant deferral / active EE | $2,806 | $4,683-40.1% | $4,082-31.3% | $5,609-50.0% |
| Admin fee / account holder | $20,699 | $6,674+210.1% | $5,479+277.8% | $10,828+91.2% |