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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 | $117,328 | $138,114-15.0% | $125,391-6.4% | $134,545-12.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -17.57% | 750.88%-768.5pp | 572.41%-590.0pp | 418.37%-435.9pp |
| Employer contribution / active EE | $2,826 | $5,246-46.1% | $4,816-41.3% | $4,742-40.4% |
| Participant deferral / active EE | $3,121 | $7,801-60.0% | $7,448-58.1% | $6,401-51.2% |
| Admin fee / account holder | $6,961 | $11,570-39.8% | $10,009-30.4% | $11,431-39.1% |