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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 | $93,916 | $180,462-48.0% | $154,111-39.1% | $135,379-30.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -5.77% | 888.17%-893.9pp | 735.18%-741.0pp | 519.79%-525.6pp |
| Employer contribution / active EE | $1,588 | $6,036-73.7% | $5,298-70.0% | $4,779-66.8% |
| Participant deferral / active EE | $2,088 | $5,806-64.0% | $5,081-58.9% | $5,609-62.8% |
| Admin fee / account holder | $507 | $16,145-96.9% | $13,411-96.2% | $10,828-95.3% |