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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 | $60,816 | $97,732-37.8% | $83,831-27.5% | $135,380-55.1% |
| Participation rate | 76.5% | 80.0%-3.5pp | 76.1%+0.3pp | 82.6%-6.2pp |
| Annual return | -6.12% | 1287.56%-1293.7pp | 850.99%-857.1pp | 519.81%-525.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,086 | $4,683-34.1% | $4,082-24.4% | $5,609-45.0% |
| Admin fee / account holder | $4,011 | $6,675-39.9% | $5,479-26.8% | $10,828-63.0% |