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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 | $28,905 | $180,466-84.0% | $154,114-81.2% | $135,382-78.6% |
| Participation rate | 78.6% | 87.4%-8.9pp | 83.0%-4.5pp | 82.6%-4.1pp |
| Annual return | -7.10% | 888.15%-895.3pp | 735.16%-742.3pp | 519.77%-526.9pp |
| Employer contribution / active EE | $1,486 | $6,035-75.4% | $5,298-72.0% | $4,779-68.9% |
| Participant deferral / active EE | $2,959 | $5,806-49.0% | $5,081-41.8% | $5,609-47.2% |
| Admin fee / account holder | $2,674 | $16,144-83.4% | $13,411-80.1% | $10,829-75.3% |