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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 | $49,981 | $138,102-63.8% | $125,381-60.1% | $134,532-62.8% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -14.95% | 750.73%-765.7pp | 572.31%-587.3pp | 418.27%-433.2pp |
| Employer contribution / active EE | $2,509 | $5,245-52.2% | $4,815-47.9% | $4,741-47.1% |
| Participant deferral / active EE | $5,897 | $7,801-24.4% | $7,448-20.8% | $6,401-7.9% |
| Admin fee / account holder | $11,986 | $11,568+3.6% | $10,007+19.8% | $11,429+4.9% |