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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 | $34,813 | $180,462-80.7% | $154,111-77.4% | $135,379-74.3% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -4.64% | 888.17%-892.8pp | 735.18%-739.8pp | 519.79%-524.4pp |
| Employer contribution / active EE | $1,867 | $6,036-69.1% | $5,298-64.8% | $4,779-60.9% |
| Participant deferral / active EE | $3,424 | $5,806-41.0% | $5,081-32.6% | $5,609-39.0% |
| Admin fee / account holder | $7,255 | $16,145-55.1% | $13,411-45.9% | $10,828-33.0% |