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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 | $77,444 | $97,732-20.8% | $83,831-7.6% | $135,380-42.8% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -7.96% | 1287.56%-1295.5pp | 850.99%-859.0pp | 519.81%-527.8pp |
| Employer contribution / active EE | $13,417 | $4,222+217.8% | $3,631+269.5% | $4,779+180.8% |
| Participant deferral / active EE | $2,431 | $4,683-48.1% | $4,082-40.4% | $5,609-56.7% |
| Admin fee / account holder | $2,251 | $6,675-66.3% | $5,479-58.9% | $10,828-79.2% |