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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 | $35,106 | $138,102-74.6% | $125,381-72.0% | $134,532-73.9% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.0pp | 81.2%-7.9pp |
| Annual return | -16.10% | 750.73%-766.8pp | 572.31%-588.4pp | 418.27%-434.4pp |
| Employer contribution / active EE | $1,591 | $5,245-69.7% | $4,815-67.0% | $4,741-66.4% |
| Participant deferral / active EE | $4,154 | $7,801-46.8% | $7,448-44.2% | $6,401-35.1% |
| Admin fee / account holder | $4,179 | $11,568-63.9% | $10,007-58.2% | $11,429-63.4% |