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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 | $49,069 | $138,114-64.5% | $125,391-60.9% | $134,545-63.5% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -11.51% | 750.88%-762.4pp | 572.41%-583.9pp | 418.37%-429.9pp |
| Employer contribution / active EE | $1,770 | $5,246-66.3% | $4,816-63.3% | $4,742-62.7% |
| Participant deferral / active EE | $5,230 | $7,801-33.0% | $7,448-29.8% | $6,401-18.3% |
| Admin fee / account holder | $1,979 | $11,570-82.9% | $10,009-80.2% | $11,431-82.7% |