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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 | $39,939 | $138,102-71.1% | $125,381-68.1% | $134,532-70.3% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -19.66% | 750.73%-770.4pp | 572.31%-592.0pp | 418.27%-437.9pp |
| Employer contribution / active EE | $3,217 | $5,245-38.7% | $4,815-33.2% | $4,741-32.1% |
| Participant deferral / active EE | $6,276 | $7,801-19.5% | $7,448-15.7% | $6,401-2.0% |
| Admin fee / account holder | $2,677 | $11,568-76.9% | $10,007-73.2% | $11,429-76.6% |