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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 | $36,672 | $97,732-62.5% | $83,831-56.3% | $135,380-72.9% |
| Participation rate | 73.3% | 80.0%-6.6pp | 76.1%-2.8pp | 82.6%-9.3pp |
| Annual return | -9.21% | 1287.56%-1296.8pp | 850.99%-860.2pp | 519.81%-529.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,784 | $4,683-61.9% | $4,082-56.3% | $5,609-68.2% |
| Admin fee / account holder | $5,326 | $6,675-20.2% | $5,479-2.8% | $10,828-50.8% |