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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 | $36,375 | $160,059-77.3% | $140,019-74.0% | $135,380-73.1% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.5%-9.7pp | 82.6%-4.9pp |
| Annual return | -8.35% | 911.48%-919.8pp | 651.17%-659.5pp | 519.81%-528.2pp |
| Employer contribution / active EE | $2,746 | $6,420-57.2% | $5,605-51.0% | $4,779-42.5% |
| Participant deferral / active EE | $4,087 | $7,641-46.5% | $6,927-41.0% | $5,609-27.1% |
| Admin fee / account holder | $15,097 | $13,328+13.3% | $10,705+41.0% | $10,828+39.4% |