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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 | $48,581 | $138,102-64.8% | $125,381-61.3% | $134,532-63.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -13.18% | 750.73%-763.9pp | 572.31%-585.5pp | 418.27%-431.4pp |
| Employer contribution / active EE | $3,137 | $5,245-40.2% | $4,815-34.9% | $4,741-33.8% |
| Participant deferral / active EE | $5,568 | $7,801-28.6% | $7,448-25.2% | $6,401-13.0% |
| Admin fee / account holder | $29,990 | $11,568+159.3% | $10,007+199.7% | $11,429+162.4% |