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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 | $49,478 | $180,459-72.6% | $154,108-67.9% | $135,380-63.5% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -0.89% | 888.21%-889.1pp | 735.21%-736.1pp | 519.81%-520.7pp |
| Employer contribution / active EE | $1,622 | $6,035-73.1% | $5,298-69.4% | $4,779-66.1% |
| Participant deferral / active EE | $2,149 | $5,806-63.0% | $5,081-57.7% | $5,609-61.7% |
| Admin fee / account holder | $182,153 | $16,145+1028.2% | $13,411+1258.2% | $10,828+1582.2% |