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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 | $60,005 | $97,732-38.6% | $83,831-28.4% | $135,380-55.7% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -6.57% | 1287.56%-1294.1pp | 850.99%-857.6pp | 519.81%-526.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,026 | $4,683-35.4% | $4,082-25.9% | $5,609-46.1% |
| Admin fee / account holder | $417 | $6,675-93.8% | $5,479-92.4% | $10,828-96.1% |