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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 | $81,924 | $138,102-40.7% | $125,381-34.7% | $134,532-39.1% |
| Participation rate | 76.2% | 84.5%-8.3pp | 82.4%-6.2pp | 81.2%-5.0pp |
| Annual return | -16.90% | 750.73%-767.6pp | 572.31%-589.2pp | 418.27%-435.2pp |
| Employer contribution / active EE | $2,961 | $5,245-43.6% | $4,815-38.5% | $4,741-37.6% |
| Participant deferral / active EE | $5,537 | $7,801-29.0% | $7,448-25.7% | $6,401-13.5% |
| Admin fee / account holder | $2,238 | $11,568-80.7% | $10,007-77.6% | $11,429-80.4% |