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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 | $45,831 | $97,732-53.1% | $83,831-45.3% | $135,380-66.1% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -9.01% | 1287.56%-1296.6pp | 850.99%-860.0pp | 519.81%-528.8pp |
| Employer contribution / active EE | $10,104 | $4,222+139.3% | $3,631+178.3% | $4,779+111.4% |
| Participant deferral / active EE | $6,511 | $4,683+39.0% | $4,082+59.5% | $5,609+16.1% |
| Admin fee / account holder | $4,361 | $6,675-34.7% | $5,479-20.4% | $10,828-59.7% |