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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 | $68,917 | $180,459-61.8% | $154,108-55.3% | $135,380-49.1% |
| Participation rate | 72.2% | 87.4%-15.2pp | 83.0%-10.8pp | 82.6%-10.4pp |
| Annual return | -8.18% | 888.21%-896.4pp | 735.21%-743.4pp | 519.81%-528.0pp |
| Employer contribution / active EE | $1,523 | $6,035-74.8% | $5,298-71.2% | $4,779-68.1% |
| Participant deferral / active EE | $4,550 | $5,806-21.6% | $5,081-10.4% | $5,609-18.9% |
| Admin fee / account holder | $492 | $16,145-97.0% | $13,411-96.3% | $10,828-95.5% |