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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 | $33,101 | $97,732-66.1% | $83,831-60.5% | $135,380-75.5% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -7.45% | 1287.56%-1295.0pp | 850.99%-858.4pp | 519.81%-527.3pp |
| Employer contribution / active EE | $2,431 | $4,222-42.4% | $3,631-33.0% | $4,779-49.1% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $715 | $6,675-89.3% | $5,479-87.0% | $10,828-93.4% |