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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 | $51,798 | $138,114-62.5% | $125,391-58.7% | $134,545-61.5% |
| Participation rate | 76.2% | 84.5%-8.3pp | 82.4%-6.2pp | 81.2%-5.0pp |
| Annual return | -18.01% | 750.88%-768.9pp | 572.41%-590.4pp | 418.37%-436.4pp |
| Employer contribution / active EE | $2,297 | $5,246-56.2% | $4,816-52.3% | $4,742-51.5% |
| Participant deferral / active EE | $6,972 | $7,801-10.6% | $7,448-6.4% | $6,401+8.9% |
| Admin fee / account holder | $1,336 | $11,570-88.5% | $10,009-86.6% | $11,431-88.3% |