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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 | $74,011 | $97,761-24.3% | $83,850-11.7% | $135,382-45.3% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -5.99% | 1287.44%-1293.4pp | 850.92%-856.9pp | 519.77%-525.8pp |
| Employer contribution / active EE | $6,473 | $4,222+53.3% | $3,631+78.3% | $4,779+35.5% |
| Participant deferral / active EE | $10,634 | $4,682+127.1% | $4,082+160.5% | $5,609+89.6% |
| Admin fee / account holder | $2,112 | $6,674-68.4% | $5,478-61.5% | $10,829-80.5% |