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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 | $21,939 | $138,102-84.1% | $125,381-82.5% | $134,532-83.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -15.08% | 750.73%-765.8pp | 572.31%-587.4pp | 418.27%-433.3pp |
| Employer contribution / active EE | $2,260 | $5,245-56.9% | $4,815-53.1% | $4,741-52.3% |
| Participant deferral / active EE | $9,607 | $7,801+23.2% | $7,448+29.0% | $6,401+50.1% |
| Admin fee / account holder | $9,815 | $11,568-15.2% | $10,007-1.9% | $11,429-14.1% |