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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 | $55,715 | $92,766-39.9% | $82,763-32.7% | $134,545-58.6% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -14.94% | 946.97%-961.9pp | 702.45%-717.4pp | 418.37%-433.3pp |
| Employer contribution / active EE | $8,392 | $3,273+156.4% | $3,008+179.0% | $4,742+77.0% |
| Participant deferral / active EE | $7,663 | $4,802+59.6% | $4,395+74.3% | $6,401+19.7% |
| Admin fee / account holder | $797 | $5,978-86.7% | $5,325-85.0% | $11,431-93.0% |