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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 | $54,414 | $90,607-39.9% | $79,467-31.5% | $135,380-59.8% |
| Participation rate | 88.2% | 76.0%+12.2pp | 73.3%+14.9pp | 82.6%+5.6pp |
| Annual return | -7.42% | 977.74%-985.2pp | 718.30%-725.7pp | 519.81%-527.2pp |
| Employer contribution / active EE | $1,259 | $3,068-59.0% | $2,800-55.1% | $4,779-73.7% |
| Participant deferral / active EE | $986 | $4,050-75.7% | $3,704-73.4% | $5,609-82.4% |
| Admin fee / account holder | $584 | $5,895-90.1% | $5,104-88.6% | $10,828-94.6% |