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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 | $11,649 | $90,606-87.1% | $79,466-85.3% | $135,379-91.4% |
| Participation rate | 70.0% | 76.0%-6.0pp | 73.3%-3.3pp | 82.6%-12.6pp |
| Annual return | -7.41% | 977.69%-985.1pp | 718.28%-725.7pp | 519.79%-527.2pp |
| Employer contribution / active EE | $2,484 | $3,068-19.0% | $2,800-11.3% | $4,779-48.0% |
| Participant deferral / active EE | $2,828 | $4,050-30.2% | $3,704-23.6% | $5,609-49.6% |
| Admin fee / account holder | $2,422 | $5,895-58.9% | $5,104-52.5% | $10,828-77.6% |