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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 | $78,182 | $180,459-56.7% | $154,108-49.3% | $135,380-42.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -6.15% | 888.21%-894.4pp | 735.21%-741.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $1,501 | $6,035-75.1% | $5,298-71.7% | $4,779-68.6% |
| Participant deferral / active EE | $4,227 | $5,806-27.2% | $5,081-16.8% | $5,609-24.6% |
| Admin fee / account holder | $7,105 | $16,145-56.0% | $13,411-47.0% | $10,828-34.4% |