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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 | $22,404 | $97,761-77.1% | $83,850-73.3% | $135,382-83.5% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -1.96% | 1287.44%-1289.4pp | 850.92%-852.9pp | 519.77%-521.7pp |
| Employer contribution / active EE | $901 | $4,222-78.7% | $3,631-75.2% | $4,779-81.2% |
| Participant deferral / active EE | $1,678 | $4,682-64.2% | $4,082-58.9% | $5,609-70.1% |
| Admin fee / account holder | $2,322 | $6,674-65.2% | $5,478-57.6% | $10,829-78.6% |