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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 | $19,998 | $138,078-85.5% | $125,363-84.0% | $134,509-85.1% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -18.25% | 750.49%-768.7pp | 572.15%-590.4pp | 418.13%-436.4pp |
| Employer contribution / active EE | $1,964 | $5,245-62.6% | $4,815-59.2% | $4,741-58.6% |
| Participant deferral / active EE | $3,948 | $7,800-49.4% | $7,447-47.0% | $6,400-38.3% |
| Admin fee / account holder | $409 | $11,566-96.5% | $10,005-95.9% | $11,427-96.4% |