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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 | $63,359 | $90,607-30.1% | $79,467-20.3% | $135,380-53.2% |
| Participation rate | 95.0% | 76.0%+19.0pp | 73.3%+21.7pp | 82.6%+12.4pp |
| Annual return | -6.15% | 977.74%-983.9pp | 718.30%-724.5pp | 519.81%-526.0pp |
| Employer contribution / active EE | $7,766 | $3,068+153.2% | $2,800+177.3% | $4,779+62.5% |
| Participant deferral / active EE | $7,226 | $4,050+78.4% | $3,704+95.1% | $5,609+28.8% |
| Admin fee / account holder | $7,188 | $5,895+21.9% | $5,104+40.8% | $10,828-33.6% |