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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 | $45,731 | $138,078-66.9% | $125,363-63.5% | $134,509-66.0% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -18.68% | 750.49%-769.2pp | 572.15%-590.8pp | 418.13%-436.8pp |
| Employer contribution / active EE | $2,191 | $5,245-58.2% | $4,815-54.5% | $4,741-53.8% |
| Participant deferral / active EE | $6,567 | $7,800-15.8% | $7,447-11.8% | $6,400+2.6% |
| Admin fee / account holder | $1,169 | $11,566-89.9% | $10,005-88.3% | $11,427-89.8% |