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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 | $37,258 | $90,607-58.9% | $79,467-53.1% | $135,380-72.5% |
| Participation rate | 89.5% | 76.0%+13.4pp | 73.3%+16.1pp | 82.6%+6.8pp |
| Annual return | -3.38% | 977.74%-981.1pp | 718.30%-721.7pp | 519.81%-523.2pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,018 | $4,050-25.5% | $3,704-18.5% | $5,609-46.2% |
| Admin fee / account holder | $1,174 | $5,895-80.1% | $5,104-77.0% | $10,828-89.2% |