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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 | $41,188 | $138,068-70.2% | $125,358-67.1% | $134,493-69.4% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -16.85% | 750.30%-767.2pp | 572.03%-588.9pp | 418.01%-434.9pp |
| Employer contribution / active EE | $2,021 | $5,244-61.5% | $4,814-58.0% | $4,740-57.4% |
| Participant deferral / active EE | $6,350 | $7,799-18.6% | $7,447-14.7% | $6,400-0.8% |
| Admin fee / account holder | $957 | $11,568-91.7% | $10,007-90.4% | $11,425-91.6% |