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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 | $53,302 | $138,114-61.4% | $125,391-57.5% | $134,545-60.4% |
| Participation rate | 76.5% | 84.5%-8.0pp | 82.4%-5.9pp | 81.2%-4.8pp |
| Annual return | -17.85% | 750.88%-768.7pp | 572.41%-590.3pp | 418.37%-436.2pp |
| Employer contribution / active EE | $2,246 | $5,246-57.2% | $4,816-53.4% | $4,742-52.6% |
| Participant deferral / active EE | $5,198 | $7,801-33.4% | $7,448-30.2% | $6,401-18.8% |
| Admin fee / account holder | $3,269 | $11,570-71.7% | $10,009-67.3% | $11,431-71.4% |