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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 | $47,545 | $138,078-65.6% | $125,363-62.1% | $134,509-64.7% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -17.78% | 750.49%-768.3pp | 572.15%-589.9pp | 418.13%-435.9pp |
| Employer contribution / active EE | $1,184 | $5,245-77.4% | $4,815-75.4% | $4,741-75.0% |
| Participant deferral / active EE | $3,918 | $7,800-49.8% | $7,447-47.4% | $6,400-38.8% |
| Admin fee / account holder | $1,630 | $11,566-85.9% | $10,005-83.7% | $11,427-85.7% |