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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 | $40,421 | $180,459-77.6% | $154,108-73.8% | $135,380-70.1% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -5.54% | 888.21%-893.8pp | 735.21%-740.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $1,317 | $6,035-78.2% | $5,298-75.1% | $4,779-72.4% |
| Participant deferral / active EE | $2,201 | $5,806-62.1% | $5,081-56.7% | $5,609-60.8% |
| Admin fee / account holder | $3,093 | $16,145-80.8% | $13,411-76.9% | $10,828-71.4% |