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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 | $74,975 | $138,102-45.7% | $125,381-40.2% | $134,532-44.3% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -16.81% | 750.73%-767.5pp | 572.31%-589.1pp | 418.27%-435.1pp |
| Employer contribution / active EE | $5,242 | $5,245-0.1% | $4,815+8.9% | $4,741+10.6% |
| Participant deferral / active EE | $5,424 | $7,801-30.5% | $7,448-27.2% | $6,401-15.3% |
| Admin fee / account holder | $1,074 | $11,568-90.7% | $10,007-89.3% | $11,429-90.6% |