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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 | $70,401 | $97,729-28.0% | $83,830-16.0% | $135,379-48.0% |
| Participation rate | 72.7% | 80.0%-7.2pp | 76.1%-3.4pp | 82.6%-9.9pp |
| Annual return | -6.82% | 1287.52%-1294.3pp | 850.97%-857.8pp | 519.79%-526.6pp |
| Employer contribution / active EE | $735 | $4,222-82.6% | $3,631-79.8% | $4,779-84.6% |
| Participant deferral / active EE | $1,941 | $4,683-58.6% | $4,082-52.5% | $5,609-65.4% |
| Admin fee / account holder | $5,156 | $6,674-22.8% | $5,479-5.9% | $10,828-52.4% |