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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 | $30,550 | $180,466-83.1% | $154,114-80.2% | $135,382-77.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -7.41% | 888.15%-895.6pp | 735.16%-742.6pp | 519.77%-527.2pp |
| Employer contribution / active EE | $2,168 | $6,035-64.1% | $5,298-59.1% | $4,779-54.6% |
| Participant deferral / active EE | $2,716 | $5,806-53.2% | $5,081-46.5% | $5,609-51.6% |
| Admin fee / account holder | $2,073 | $16,144-87.2% | $13,411-84.5% | $10,829-80.9% |