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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 | $42,992 | $180,459-76.2% | $154,108-72.1% | $135,380-68.2% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -2.63% | 888.21%-890.8pp | 735.21%-737.8pp | 519.81%-522.4pp |
| Employer contribution / active EE | $1,432 | $6,035-76.3% | $5,298-73.0% | $4,779-70.0% |
| Participant deferral / active EE | $2,120 | $5,806-63.5% | $5,081-58.3% | $5,609-62.2% |
| Admin fee / account holder | $75,667 | $16,145+368.7% | $13,411+464.2% | $10,828+598.8% |