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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 | $21,057 | $138,114-84.8% | $125,391-83.2% | $134,545-84.3% |
| Participation rate | 77.3% | 84.5%-7.2pp | 82.4%-5.1pp | 81.2%-4.0pp |
| Annual return | -19.52% | 750.88%-770.4pp | 572.41%-591.9pp | 418.37%-437.9pp |
| Employer contribution / active EE | $1,831 | $5,246-65.1% | $4,816-62.0% | $4,742-61.4% |
| Participant deferral / active EE | $4,890 | $7,801-37.3% | $7,448-34.3% | $6,401-23.6% |
| Admin fee / account holder | $2,748 | $11,570-76.3% | $10,009-72.5% | $11,431-76.0% |