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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 | $27,725 | $138,114-79.9% | $125,391-77.9% | $134,545-79.4% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -15.18% | 750.88%-766.1pp | 572.41%-587.6pp | 418.37%-433.5pp |
| Employer contribution / active EE | $981 | $5,246-81.3% | $4,816-79.6% | $4,742-79.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $20,072 | $11,570+73.5% | $10,009+100.5% | $11,431+75.6% |