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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 | $49,144 | $138,114-64.4% | $125,391-60.8% | $134,545-63.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -15.15% | 750.88%-766.0pp | 572.41%-587.6pp | 418.37%-433.5pp |
| Employer contribution / active EE | $1,151 | $5,246-78.1% | $4,816-76.1% | $4,742-75.7% |
| Participant deferral / active EE | $2,563 | $7,801-67.2% | $7,448-65.6% | $6,401-60.0% |
| Admin fee / account holder | $7,587 | $11,570-34.4% | $10,009-24.2% | $11,431-33.6% |