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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 | $103,744 | $138,114-24.9% | $125,391-17.3% | $134,545-22.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.26% | 750.88%-769.1pp | 572.41%-590.7pp | 418.37%-436.6pp |
| Employer contribution / active EE | $1,824 | $5,246-65.2% | $4,816-62.1% | $4,742-61.5% |
| Participant deferral / active EE | $13,841 | $7,801+77.4% | $7,448+85.8% | $6,401+116.2% |
| Admin fee / account holder | $746 | $11,570-93.5% | $10,009-92.5% | $11,431-93.5% |