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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 | $53,774 | $138,075-61.1% | $123,552-56.5% | $135,379-60.3% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -2.22% | 153.70%-155.9pp | 119.20%-121.4pp | 519.79%-522.0pp |
| Employer contribution / active EE | $1,584 | $5,152-69.2% | $4,628-65.8% | $4,779-66.8% |
| Participant deferral / active EE | $4,080 | $6,800-40.0% | $6,426-36.5% | $5,609-27.3% |
| Admin fee / account holder | $377 | $10,917-96.6% | $9,285-95.9% | $10,828-96.5% |