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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 | $26,234 | $138,102-81.0% | $125,381-79.1% | $134,532-80.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -8.85% | 750.73%-759.6pp | 572.31%-581.2pp | 418.27%-427.1pp |
| Employer contribution / active EE | $2,134 | $5,245-59.3% | $4,815-55.7% | $4,741-55.0% |
| Participant deferral / active EE | $4,267 | $7,801-45.3% | $7,448-42.7% | $6,401-33.3% |
| Admin fee / account holder | $323 | $11,568-97.2% | $10,007-96.8% | $11,429-97.2% |