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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 | $52,425 | $97,761-46.4% | $83,850-37.5% | $135,382-61.3% |
| Participation rate | 92.9% | 80.0%+12.9pp | 76.1%+16.7pp | 82.6%+10.2pp |
| Annual return | -8.50% | 1287.44%-1295.9pp | 850.92%-859.4pp | 519.77%-528.3pp |
| Employer contribution / active EE | $1,797 | $4,222-57.4% | $3,631-50.5% | $4,779-62.4% |
| Participant deferral / active EE | $2,217 | $4,682-52.6% | $4,082-45.7% | $5,609-60.5% |
| Admin fee / account holder | $601 | $6,674-91.0% | $5,478-89.0% | $10,829-94.5% |