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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 | $64,747 | $138,102-53.1% | $125,381-48.4% | $134,532-51.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -19.11% | 750.73%-769.8pp | 572.31%-591.4pp | 418.27%-437.4pp |
| Employer contribution / active EE | $3,608 | $5,245-31.2% | $4,815-25.1% | $4,741-23.9% |
| Participant deferral / active EE | $5,898 | $7,801-24.4% | $7,448-20.8% | $6,401-7.9% |
| Admin fee / account holder | $602 | $11,568-94.8% | $10,007-94.0% | $11,429-94.7% |