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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 | $83,030 | $180,462-54.0% | $154,111-46.1% | $135,379-38.7% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -7.03% | 888.17%-895.2pp | 735.18%-742.2pp | 519.79%-526.8pp |
| Employer contribution / active EE | $5,091 | $6,036-15.6% | $5,298-3.9% | $4,779+6.5% |
| Participant deferral / active EE | $14,676 | $5,806+152.8% | $5,081+188.9% | $5,609+161.6% |
| Admin fee / account holder | $11,427 | $16,145-29.2% | $13,411-14.8% | $10,828+5.5% |