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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 | $67,390 | $97,732-31.0% | $83,831-19.6% | $135,380-50.2% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -5.04% | 1287.56%-1292.6pp | 850.99%-856.0pp | 519.81%-524.8pp |
| Employer contribution / active EE | $2,428 | $4,222-42.5% | $3,631-33.1% | $4,779-49.2% |
| Participant deferral / active EE | $2,757 | $4,683-41.1% | $4,082-32.4% | $5,609-50.8% |
| Admin fee / account holder | $10,609 | $6,675+59.0% | $5,479+93.6% | $10,828-2.0% |