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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 | $28,104 | $138,078-79.6% | $125,363-77.6% | $134,509-79.1% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -10.30% | 750.49%-760.8pp | 572.15%-582.4pp | 418.13%-428.4pp |
| Employer contribution / active EE | $1,643 | $5,245-68.7% | $4,815-65.9% | $4,741-65.3% |
| Participant deferral / active EE | $3,467 | $7,800-55.5% | $7,447-53.4% | $6,400-45.8% |
| Admin fee / account holder | $9,780 | $11,566-15.4% | $10,005-2.3% | $11,427-14.4% |