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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 | $65,611 | $97,732-32.9% | $83,831-21.7% | $135,380-51.5% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -3.62% | 1287.56%-1291.2pp | 850.99%-854.6pp | 519.81%-523.4pp |
| Employer contribution / active EE | $5,556 | $4,222+31.6% | $3,631+53.0% | $4,779+16.3% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12,876 | $6,675+92.9% | $5,479+135.0% | $10,828+18.9% |