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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 | $37,139 | $97,732-62.0% | $83,831-55.7% | $135,380-72.6% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -4.30% | 1287.56%-1291.9pp | 850.99%-855.3pp | 519.81%-524.1pp |
| Employer contribution / active EE | $1,572 | $4,222-62.8% | $3,631-56.7% | $4,779-67.1% |
| Participant deferral / active EE | $4,676 | $4,683-0.1% | $4,082+14.6% | $5,609-16.6% |
| Admin fee / account holder | $8,037 | $6,675+20.4% | $5,479+46.7% | $10,828-25.8% |