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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 | $31,573 | $138,076-77.1% | $123,553-74.4% | $135,380-76.7% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -8.76% | 153.70%-162.5pp | 119.21%-128.0pp | 519.81%-528.6pp |
| Employer contribution / active EE | $1,763 | $5,152-65.8% | $4,628-61.9% | $4,779-63.1% |
| Participant deferral / active EE | $2,756 | $6,800-59.5% | $6,426-57.1% | $5,609-50.9% |
| Admin fee / account holder | $446 | $10,917-95.9% | $9,284-95.2% | $10,828-95.9% |