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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 | $74,952 | $180,459-58.5% | $154,108-51.4% | $135,380-44.6% |
| Participation rate | 73.7% | 87.4%-13.7pp | 83.0%-9.4pp | 82.6%-9.0pp |
| Annual return | -7.71% | 888.21%-895.9pp | 735.21%-742.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $2,257 | $6,035-62.6% | $5,298-57.4% | $4,779-52.8% |
| Participant deferral / active EE | $6,355 | $5,806+9.4% | $5,081+25.1% | $5,609+13.3% |
| Admin fee / account holder | $1,905 | $16,145-88.2% | $13,411-85.8% | $10,828-82.4% |