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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 | $23,248 | $90,607-74.3% | $79,467-70.7% | $135,380-82.8% |
| Participation rate | 73.3% | 76.0%-2.7pp | 73.3%0pp | 82.6%-9.3pp |
| Annual return | -4.93% | 977.74%-982.7pp | 718.30%-723.2pp | 519.81%-524.7pp |
| Employer contribution / active EE | $2,573 | $3,068-16.1% | $2,800-8.1% | $4,779-46.2% |
| Participant deferral / active EE | $679 | $4,050-83.2% | $3,704-81.7% | $5,609-87.9% |
| Admin fee / account holder | $3,509 | $5,895-40.5% | $5,104-31.3% | $10,828-67.6% |