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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 | $43,450 | $138,114-68.5% | $125,391-65.3% | $134,545-67.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -17.31% | 750.88%-768.2pp | 572.41%-589.7pp | 418.37%-435.7pp |
| Employer contribution / active EE | $3,476 | $5,246-33.7% | $4,816-27.8% | $4,742-26.7% |
| Participant deferral / active EE | $7,047 | $7,801-9.7% | $7,448-5.4% | $6,401+10.1% |
| Admin fee / account holder | $1,177 | $11,570-89.8% | $10,009-88.2% | $11,431-89.7% |