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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 | $46,779 | $160,059-70.8% | $140,019-66.6% | $135,379-65.4% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.5%-9.7pp | 82.6%-4.9pp |
| Annual return | -4.91% | 911.44%-916.4pp | 651.15%-656.1pp | 519.79%-524.7pp |
| Employer contribution / active EE | $2,394 | $6,420-62.7% | $5,605-57.3% | $4,779-49.9% |
| Participant deferral / active EE | $3,927 | $7,641-48.6% | $6,927-43.3% | $5,609-30.0% |
| Admin fee / account holder | $3,506 | $13,328-73.7% | $10,705-67.3% | $10,828-67.6% |