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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 | $29,314 | $180,462-83.8% | $154,111-81.0% | $135,379-78.3% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -7.05% | 888.17%-895.2pp | 735.18%-742.2pp | 519.79%-526.8pp |
| Employer contribution / active EE | $1,343 | $6,036-77.8% | $5,298-74.7% | $4,779-71.9% |
| Participant deferral / active EE | $2,354 | $5,806-59.5% | $5,081-53.7% | $5,609-58.0% |
| Admin fee / account holder | $1,489 | $16,145-90.8% | $13,411-88.9% | $10,828-86.2% |