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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 | $110,539 | $138,114-20.0% | $125,391-11.8% | $134,545-17.8% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -20.28% | 750.88%-771.2pp | 572.41%-592.7pp | 418.37%-438.6pp |
| Employer contribution / active EE | $2,344 | $5,246-55.3% | $4,816-51.3% | $4,742-50.6% |
| Participant deferral / active EE | $4,454 | $7,801-42.9% | $7,448-40.2% | $6,401-30.4% |
| Admin fee / account holder | $23,529 | $11,570+103.4% | $10,009+135.1% | $11,431+105.8% |