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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 | $72,638 | $97,729-25.7% | $83,830-13.4% | $135,379-46.3% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -8.60% | 1287.52%-1296.1pp | 850.97%-859.6pp | 519.79%-528.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,184 | $4,683-53.4% | $4,082-46.5% | $5,609-61.1% |
| Admin fee / account holder | $900 | $6,674-86.5% | $5,479-83.6% | $10,828-91.7% |