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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 | $30,396 | $97,732-68.9% | $83,831-63.7% | $135,380-77.5% |
| Participation rate | 73.7% | 80.0%-6.3pp | 76.1%-2.5pp | 82.6%-9.0pp |
| Annual return | -7.78% | 1287.56%-1295.3pp | 850.99%-858.8pp | 519.81%-527.6pp |
| Employer contribution / active EE | $1,933 | $4,222-54.2% | $3,631-46.8% | $4,779-59.5% |
| Participant deferral / active EE | $4,182 | $4,683-10.7% | $4,082+2.4% | $5,609-25.4% |
| Admin fee / account holder | $1,111 | $6,675-83.3% | $5,479-79.7% | $10,828-89.7% |