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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 | $38,147 | $97,729-61.0% | $83,830-54.5% | $135,379-71.8% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -4.33% | 1287.52%-1291.9pp | 850.97%-855.3pp | 519.79%-524.1pp |
| Employer contribution / active EE | $1,312 | $4,222-68.9% | $3,631-63.9% | $4,779-72.6% |
| Participant deferral / active EE | $1,774 | $4,683-62.1% | $4,082-56.5% | $5,609-68.4% |
| Admin fee / account holder | $413 | $6,674-93.8% | $5,479-92.5% | $10,828-96.2% |