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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 | $46,313 | $97,732-52.6% | $83,831-44.8% | $135,380-65.8% |
| Participation rate | 93.8% | 80.0%+13.8pp | 76.1%+17.6pp | 82.6%+11.1pp |
| Annual return | -3.96% | 1287.56%-1291.5pp | 850.99%-854.9pp | 519.81%-523.8pp |
| Employer contribution / active EE | $2,371 | $4,222-43.8% | $3,631-34.7% | $4,779-50.4% |
| Participant deferral / active EE | $3,911 | $4,683-16.5% | $4,082-4.2% | $5,609-30.3% |
| Admin fee / account holder | $1,386 | $6,675-79.2% | $5,479-74.7% | $10,828-87.2% |