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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 | $81,937 | $138,102-40.7% | $125,381-34.7% | $134,532-39.1% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -19.15% | 750.73%-769.9pp | 572.31%-591.5pp | 418.27%-437.4pp |
| Employer contribution / active EE | $1,666 | $5,245-68.2% | $4,815-65.4% | $4,741-64.9% |
| Participant deferral / active EE | $7,181 | $7,801-7.9% | $7,448-3.6% | $6,401+12.2% |
| Admin fee / account holder | $790 | $11,568-93.2% | $10,007-92.1% | $11,429-93.1% |