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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 | $43,350 | $180,462-76.0% | $154,111-71.9% | $135,379-68.0% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -3.95% | 888.17%-892.1pp | 735.18%-739.1pp | 519.79%-523.7pp |
| Employer contribution / active EE | $1,858 | $6,036-69.2% | $5,298-64.9% | $4,779-61.1% |
| Participant deferral / active EE | $3,276 | $5,806-43.6% | $5,081-35.5% | $5,609-41.6% |
| Admin fee / account holder | $6,771 | $16,145-58.1% | $13,411-49.5% | $10,828-37.5% |