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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 | $66,478 | $138,114-51.9% | $125,391-47.0% | $134,545-50.6% |
| Participation rate | 78.9% | 84.5%-5.6pp | 82.4%-3.4pp | 81.2%-2.3pp |
| Annual return | -13.26% | 750.88%-764.1pp | 572.41%-585.7pp | 418.37%-431.6pp |
| Employer contribution / active EE | $2,844 | $5,246-45.8% | $4,816-40.9% | $4,742-40.0% |
| Participant deferral / active EE | $7,321 | $7,801-6.2% | $7,448-1.7% | $6,401+14.4% |
| Admin fee / account holder | $11,562 | $11,570-0.1% | $10,009+15.5% | $11,431+1.1% |