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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 | $65,603 | $180,462-63.6% | $154,111-57.4% | $135,379-51.5% |
| Participation rate | 72.7% | 87.4%-14.7pp | 83.0%-10.3pp | 82.6%-9.9pp |
| Annual return | -6.56% | 888.17%-894.7pp | 735.18%-741.7pp | 519.79%-526.4pp |
| Employer contribution / active EE | $2,453 | $6,036-59.4% | $5,298-53.7% | $4,779-48.7% |
| Participant deferral / active EE | $4,211 | $5,806-27.5% | $5,081-17.1% | $5,609-24.9% |
| Admin fee / account holder | $23,429 | $16,145+45.1% | $13,411+74.7% | $10,828+116.4% |