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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 | $48,993 | $180,459-72.9% | $154,108-68.2% | $135,380-63.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -4.54% | 888.21%-892.7pp | 735.21%-739.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $2,697 | $6,035-55.3% | $5,298-49.1% | $4,779-43.6% |
| Participant deferral / active EE | $2,996 | $5,806-48.4% | $5,081-41.0% | $5,609-46.6% |
| Admin fee / account holder | $448 | $16,145-97.2% | $13,411-96.7% | $10,828-95.9% |