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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 | $27,700 | $97,732-71.7% | $83,831-67.0% | $135,380-79.5% |
| Participation rate | 72.7% | 80.0%-7.2pp | 76.1%-3.4pp | 82.6%-9.9pp |
| Annual return | -9.47% | 1287.56%-1297.0pp | 850.99%-860.5pp | 519.81%-529.3pp |
| Employer contribution / active EE | $1,289 | $4,222-69.5% | $3,631-64.5% | $4,779-73.0% |
| Participant deferral / active EE | $1,289 | $4,683-72.5% | $4,082-68.4% | $5,609-77.0% |
| Admin fee / account holder | $618 | $6,675-90.7% | $5,479-88.7% | $10,828-94.3% |