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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 | $45,975 | $180,462-74.5% | $154,111-70.2% | $135,379-66.0% |
| Participation rate | 70.6% | 87.4%-16.8pp | 83.0%-12.4pp | 82.6%-12.1pp |
| Annual return | -3.00% | 888.17%-891.2pp | 735.18%-738.2pp | 519.79%-522.8pp |
| Employer contribution / active EE | $2,350 | $6,036-61.1% | $5,298-55.6% | $4,779-50.8% |
| Participant deferral / active EE | $3,209 | $5,806-44.7% | $5,081-36.8% | $5,609-42.8% |
| Admin fee / account holder | $369 | $16,145-97.7% | $13,411-97.3% | $10,828-96.6% |