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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 | $57,042 | $138,102-58.7% | $125,381-54.5% | $134,532-57.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -10.00% | 750.73%-760.7pp | 572.31%-582.3pp | 418.27%-428.3pp |
| Employer contribution / active EE | $1,780 | $5,245-66.1% | $4,815-63.0% | $4,741-62.5% |
| Participant deferral / active EE | $6,037 | $7,801-22.6% | $7,448-18.9% | $6,401-5.7% |
| Admin fee / account holder | $2,781 | $11,568-76.0% | $10,007-72.2% | $11,429-75.7% |