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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 | $40,947 | $97,732-58.1% | $83,831-51.2% | $135,380-69.8% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -7.33% | 1287.56%-1294.9pp | 850.99%-858.3pp | 519.81%-527.1pp |
| Employer contribution / active EE | $1,524 | $4,222-63.9% | $3,631-58.0% | $4,779-68.1% |
| Participant deferral / active EE | $3,622 | $4,683-22.7% | $4,082-11.3% | $5,609-35.4% |
| Admin fee / account holder | $5,521 | $6,675-17.3% | $5,479+0.8% | $10,828-49.0% |