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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 | $25,026 | $138,078-81.9% | $125,363-80.0% | $134,509-81.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.69% | 750.49%-768.2pp | 572.15%-589.8pp | 418.13%-435.8pp |
| Employer contribution / active EE | $2,697 | $5,245-48.6% | $4,815-44.0% | $4,741-43.1% |
| Participant deferral / active EE | $5,773 | $7,800-26.0% | $7,447-22.5% | $6,400-9.8% |
| Admin fee / account holder | $4,689 | $11,566-59.5% | $10,005-53.1% | $11,427-59.0% |