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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 | $15,276 | $97,761-84.4% | $83,850-81.8% | $135,382-88.7% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -6.85% | 1287.44%-1294.3pp | 850.92%-857.8pp | 519.77%-526.6pp |
| Employer contribution / active EE | $783 | $4,222-81.5% | $3,631-78.4% | $4,779-83.6% |
| Participant deferral / active EE | $1,958 | $4,682-58.2% | $4,082-52.0% | $5,609-65.1% |
| Admin fee / account holder | $4,984 | $6,674-25.3% | $5,478-9.0% | $10,829-54.0% |