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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 | $46,840 | $138,102-66.1% | $125,381-62.6% | $134,532-65.2% |
| Participation rate | 76.2% | 84.5%-8.3pp | 82.4%-6.2pp | 81.2%-5.0pp |
| Annual return | -15.25% | 750.73%-766.0pp | 572.31%-587.6pp | 418.27%-433.5pp |
| Employer contribution / active EE | $2,781 | $5,245-47.0% | $4,815-42.2% | $4,741-41.3% |
| Participant deferral / active EE | $5,533 | $7,801-29.1% | $7,448-25.7% | $6,401-13.6% |
| Admin fee / account holder | $376 | $11,568-96.7% | $10,007-96.2% | $11,429-96.7% |