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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 | $73,516 | $97,732-24.8% | $83,831-12.3% | $135,380-45.7% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -8.41% | 1287.56%-1296.0pp | 850.99%-859.4pp | 519.81%-528.2pp |
| Employer contribution / active EE | $1,657 | $4,222-60.7% | $3,631-54.4% | $4,779-65.3% |
| Participant deferral / active EE | $3,694 | $4,683-21.1% | $4,082-9.5% | $5,609-34.1% |
| Admin fee / account holder | $2,879 | $6,675-56.9% | $5,479-47.5% | $10,828-73.4% |