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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 | $23,481 | $138,068-83.0% | $125,358-81.3% | $134,493-82.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.46% | 750.30%-767.8pp | 572.03%-589.5pp | 418.01%-435.5pp |
| Employer contribution / active EE | $2,371 | $5,244-54.8% | $4,814-50.7% | $4,740-50.0% |
| Participant deferral / active EE | $4,671 | $7,799-40.1% | $7,447-37.3% | $6,400-27.0% |
| Admin fee / account holder | $1,562 | $11,568-86.5% | $10,007-84.4% | $11,425-86.3% |