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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 | $28,110 | $138,102-79.6% | $125,381-77.6% | $134,532-79.1% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -18.76% | 750.73%-769.5pp | 572.31%-591.1pp | 418.27%-437.0pp |
| Employer contribution / active EE | $1,132 | $5,245-78.4% | $4,815-76.5% | $4,741-76.1% |
| Participant deferral / active EE | $4,494 | $7,801-42.4% | $7,448-39.7% | $6,401-29.8% |
| Admin fee / account holder | $614 | $11,568-94.7% | $10,007-93.9% | $11,429-94.6% |