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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 | $62,655 | $138,102-54.6% | $125,381-50.0% | $134,532-53.4% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.7pp | 81.2%-8.5pp |
| Annual return | -19.79% | 750.73%-770.5pp | 572.31%-592.1pp | 418.27%-438.1pp |
| Employer contribution / active EE | $2,005 | $5,245-61.8% | $4,815-58.4% | $4,741-57.7% |
| Participant deferral / active EE | $5,258 | $7,801-32.6% | $7,448-29.4% | $6,401-17.9% |
| Admin fee / account holder | $3,416 | $11,568-70.5% | $10,007-65.9% | $11,429-70.1% |