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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 | $36,785 | $180,462-79.6% | $154,111-76.1% | $135,379-72.8% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -6.89% | 888.17%-895.1pp | 735.18%-742.1pp | 519.79%-526.7pp |
| Employer contribution / active EE | $2,465 | $6,036-59.2% | $5,298-53.5% | $4,779-48.4% |
| Participant deferral / active EE | $3,499 | $5,806-39.7% | $5,081-31.1% | $5,609-37.6% |
| Admin fee / account holder | $3,153 | $16,145-80.5% | $13,411-76.5% | $10,828-70.9% |