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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 | $47,016 | $138,114-66.0% | $125,391-62.5% | $134,545-65.1% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -18.34% | 750.88%-769.2pp | 572.41%-590.7pp | 418.37%-436.7pp |
| Employer contribution / active EE | $2,535 | $5,246-51.7% | $4,816-47.4% | $4,742-46.5% |
| Participant deferral / active EE | $3,477 | $7,801-55.4% | $7,448-53.3% | $6,401-45.7% |
| Admin fee / account holder | $2,776 | $11,570-76.0% | $10,009-72.3% | $11,431-75.7% |