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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 | $100,896 | $138,078-26.9% | $125,363-19.5% | $134,509-25.0% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -15.05% | 750.49%-765.5pp | 572.15%-587.2pp | 418.13%-433.2pp |
| Employer contribution / active EE | $1,237 | $5,245-76.4% | $4,815-74.3% | $4,741-73.9% |
| Participant deferral / active EE | $2,919 | $7,800-62.6% | $7,447-60.8% | $6,400-54.4% |
| Admin fee / account holder | $31,049 | $11,566+168.5% | $10,005+210.3% | $11,427+171.7% |