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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 | $30,244 | $97,732-69.1% | $83,831-63.9% | $135,380-77.7% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | -8.85% | 1287.56%-1296.4pp | 850.99%-859.8pp | 519.81%-528.7pp |
| Employer contribution / active EE | $1,631 | $4,222-61.4% | $3,631-55.1% | $4,779-65.9% |
| Participant deferral / active EE | $2,451 | $4,683-47.7% | $4,082-40.0% | $5,609-56.3% |
| Admin fee / account holder | $2,549 | $6,675-61.8% | $5,479-53.5% | $10,828-76.5% |