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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 | $38,177 | $97,729-60.9% | $83,830-54.5% | $135,379-71.8% |
| Participation rate | 77.3% | 80.0%-2.7pp | 76.1%+1.1pp | 82.6%-5.4pp |
| Annual return | -9.27% | 1287.52%-1296.8pp | 850.97%-860.2pp | 519.79%-529.1pp |
| Employer contribution / active EE | $1,845 | $4,222-56.3% | $3,631-49.2% | $4,779-61.4% |
| Participant deferral / active EE | $4,002 | $4,683-14.5% | $4,082-1.9% | $5,609-28.6% |
| Admin fee / account holder | $379 | $6,674-94.3% | $5,479-93.1% | $10,828-96.5% |