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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 | $101,015 | $138,076-26.8% | $123,553-18.2% | $135,380-25.4% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | 0.75% | 153.70%-153.0pp | 119.21%-118.5pp | 519.81%-519.1pp |
| Employer contribution / active EE | $2,063 | $5,152-60.0% | $4,628-55.4% | $4,779-56.8% |
| Participant deferral / active EE | $3,329 | $6,800-51.0% | $6,426-48.2% | $5,609-40.7% |
| Admin fee / account holder | $610 | $10,917-94.4% | $9,284-93.4% | $10,828-94.4% |