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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 | $36,665 | $180,459-79.7% | $154,108-76.2% | $135,380-72.9% |
| Participation rate | 72.7% | 87.4%-14.7pp | 83.0%-10.3pp | 82.6%-9.9pp |
| Annual return | -3.17% | 888.21%-891.4pp | 735.21%-738.4pp | 519.81%-523.0pp |
| Employer contribution / active EE | $3,157 | $6,035-47.7% | $5,298-40.4% | $4,779-33.9% |
| Participant deferral / active EE | $7,076 | $5,806+21.9% | $5,081+39.3% | $5,609+26.2% |
| Admin fee / account holder | $49,421 | $16,145+206.1% | $13,411+268.5% | $10,828+356.4% |