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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 | $21,838 | $97,761-77.7% | $83,850-74.0% | $135,382-83.9% |
| Participation rate | 70.6% | 80.0%-9.4pp | 76.1%-5.6pp | 82.6%-12.1pp |
| Annual return | -7.21% | 1287.44%-1294.7pp | 850.92%-858.1pp | 519.77%-527.0pp |
| Employer contribution / active EE | $2,373 | $4,222-43.8% | $3,631-34.6% | $4,779-50.3% |
| Participant deferral / active EE | $4,793 | $4,682+2.4% | $4,082+17.4% | $5,609-14.5% |
| Admin fee / account holder | $7,220 | $6,674+8.2% | $5,478+31.8% | $10,829-33.3% |