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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 | $54,614 | $180,459-69.7% | $154,108-64.6% | $135,380-59.7% |
| Participation rate | 73.3% | 87.4%-14.1pp | 83.0%-9.7pp | 82.6%-9.3pp |
| Annual return | -6.85% | 888.21%-895.1pp | 735.21%-742.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $4,335 | $6,035-28.2% | $5,298-18.2% | $4,779-9.3% |
| Participant deferral / active EE | $3,014 | $5,806-48.1% | $5,081-40.7% | $5,609-46.3% |
| Admin fee / account holder | $1,674 | $16,145-89.6% | $13,411-87.5% | $10,828-84.5% |