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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 | $111,625 | $160,059-30.3% | $140,019-20.3% | $135,380-17.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -2.73% | 911.48%-914.2pp | 651.17%-653.9pp | 519.81%-522.5pp |
| Employer contribution / active EE | $2,537 | $6,420-60.5% | $5,605-54.7% | $4,779-46.9% |
| Participant deferral / active EE | $6,149 | $7,641-19.5% | $6,927-11.2% | $5,609+9.6% |
| Admin fee / account holder | $4,455 | $13,328-66.6% | $10,705-58.4% | $10,828-58.9% |