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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 | $29,674 | $180,462-83.6% | $154,111-80.7% | $135,379-78.1% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -5.93% | 888.17%-894.1pp | 735.18%-741.1pp | 519.79%-525.7pp |
| Employer contribution / active EE | $1,285 | $6,036-78.7% | $5,298-75.7% | $4,779-73.1% |
| Participant deferral / active EE | $3,863 | $5,806-33.5% | $5,081-24.0% | $5,609-31.1% |
| Admin fee / account holder | $2,947 | $16,145-81.7% | $13,411-78.0% | $10,828-72.8% |