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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 | $47,791 | $138,114-65.4% | $125,391-61.9% | $134,545-64.5% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -18.01% | 750.88%-768.9pp | 572.41%-590.4pp | 418.37%-436.4pp |
| Employer contribution / active EE | $7,258 | $5,246+38.4% | $4,816+50.7% | $4,742+53.1% |
| Participant deferral / active EE | $4,530 | $7,801-41.9% | $7,448-39.2% | $6,401-29.2% |
| Admin fee / account holder | $1,410 | $11,570-87.8% | $10,009-85.9% | $11,431-87.7% |