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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 | $65,892 | $138,114-52.3% | $125,391-47.5% | $134,545-51.0% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.7pp | 81.2%-8.5pp |
| Annual return | -20.45% | 750.88%-771.3pp | 572.41%-592.9pp | 418.37%-438.8pp |
| Employer contribution / active EE | $3,117 | $5,246-40.6% | $4,816-35.3% | $4,742-34.3% |
| Participant deferral / active EE | $3,013 | $7,801-61.4% | $7,448-59.5% | $6,401-52.9% |
| Admin fee / account holder | $3,319 | $11,570-71.3% | $10,009-66.8% | $11,431-71.0% |