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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 | $46,981 | $90,617-48.2% | $79,476-40.9% | $135,382-65.3% |
| Participation rate | 73.3% | 76.1%-2.7pp | 73.3%0pp | 82.6%-9.3pp |
| Annual return | -5.90% | 977.57%-983.5pp | 718.21%-724.1pp | 519.77%-525.7pp |
| Employer contribution / active EE | $770 | $3,068-74.9% | $2,800-72.5% | $4,779-83.9% |
| Participant deferral / active EE | $1,860 | $4,050-54.1% | $3,704-49.8% | $5,609-66.8% |
| Admin fee / account holder | $3,310 | $5,907-44.0% | $5,113-35.3% | $10,829-69.4% |