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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 | $138,102-81.9% | $125,381-80.0% | $134,532-81.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.69% | 750.73%-768.4pp | 572.31%-590.0pp | 418.27%-436.0pp |
| Employer contribution / active EE | $2,697 | $5,245-48.6% | $4,815-44.0% | $4,741-43.1% |
| Participant deferral / active EE | $5,773 | $7,801-26.0% | $7,448-22.5% | $6,401-9.8% |
| Admin fee / account holder | $4,689 | $11,568-59.5% | $10,007-53.1% | $11,429-59.0% |