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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 | $53,634 | $138,114-61.2% | $125,391-57.2% | $134,545-60.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.59% | 750.88%-769.5pp | 572.41%-591.0pp | 418.37%-437.0pp |
| Employer contribution / active EE | $2,440 | $5,246-53.5% | $4,816-49.3% | $4,742-48.5% |
| Participant deferral / active EE | $6,170 | $7,801-20.9% | $7,448-17.2% | $6,401-3.6% |
| Admin fee / account holder | $1,670 | $11,570-85.6% | $10,009-83.3% | $11,431-85.4% |