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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 | $20,508 | $90,617-77.4% | $79,476-74.2% | $135,382-84.9% |
| Participation rate | 75.0% | 76.1%-1.1pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -0.88% | 977.57%-978.4pp | 718.21%-719.1pp | 519.77%-520.6pp |
| Employer contribution / active EE | $1,179 | $3,068-61.6% | $2,800-57.9% | $4,779-75.3% |
| Participant deferral / active EE | $1,612 | $4,050-60.2% | $3,704-56.5% | $5,609-71.3% |
| Admin fee / account holder | $2,651 | $5,907-55.1% | $5,113-48.2% | $10,829-75.5% |