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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 | $41,993 | $97,732-57.0% | $83,831-49.9% | $135,380-69.0% |
| Participation rate | 95.5% | 80.0%+15.5pp | 76.1%+19.3pp | 82.6%+12.8pp |
| Annual return | -8.64% | 1287.56%-1296.2pp | 850.99%-859.6pp | 519.81%-528.4pp |
| Employer contribution / active EE | $1,544 | $4,222-63.4% | $3,631-57.5% | $4,779-67.7% |
| Participant deferral / active EE | $4,762 | $4,683+1.7% | $4,082+16.7% | $5,609-15.1% |
| Admin fee / account holder | $550 | $6,675-91.8% | $5,479-90.0% | $10,828-94.9% |