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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 | $58,715 | $138,102-57.5% | $125,381-53.2% | $134,532-56.4% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -18.83% | 750.73%-769.6pp | 572.31%-591.1pp | 418.27%-437.1pp |
| Employer contribution / active EE | $3,796 | $5,245-27.6% | $4,815-21.2% | $4,741-19.9% |
| Participant deferral / active EE | $8,949 | $7,801+14.7% | $7,448+20.2% | $6,401+39.8% |
| Admin fee / account holder | $2,402 | $11,568-79.2% | $10,007-76.0% | $11,429-79.0% |