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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 | $90,961 | $180,459-49.6% | $154,108-41.0% | $135,380-32.8% |
| Participation rate | 70.6% | 87.4%-16.8pp | 83.0%-12.4pp | 82.6%-12.1pp |
| Annual return | -4.78% | 888.21%-893.0pp | 735.21%-740.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $2,758 | $6,035-54.3% | $5,298-47.9% | $4,779-42.3% |
| Participant deferral / active EE | $3,514 | $5,806-39.5% | $5,081-30.8% | $5,609-37.3% |
| Admin fee / account holder | $1,500 | $16,145-90.7% | $13,411-88.8% | $10,828-86.1% |