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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 | $27,929 | $82,630-66.2% | $64,105-56.4% | $125,389-77.7% |
| Participation rate | 73.3% | 75.9%-2.5pp | 68.2%+5.2pp | 83.2%-9.9pp |
| Annual return | -3.39% | 1489.72%-1493.1pp | 791.24%-794.6pp | 282.24%-285.6pp |
| Employer contribution / active EE | $768 | $2,671-71.2% | $1,820-57.8% | $4,866-84.2% |
| Participant deferral / active EE | $1,103 | $3,608-69.4% | $2,822-60.9% | $5,352-79.4% |
| Admin fee / account holder | $1,369 | $6,382-78.5% | $4,499-69.6% | $9,541-85.7% |