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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 | $81,281 | $160,059-49.2% | $140,019-41.9% | $135,380-40.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -2.31% | 911.48%-913.8pp | 651.17%-653.5pp | 519.81%-522.1pp |
| Employer contribution / active EE | $3,779 | $6,420-41.1% | $5,605-32.6% | $4,779-20.9% |
| Participant deferral / active EE | $8,274 | $7,641+8.3% | $6,927+19.5% | $5,609+47.5% |
| Admin fee / account holder | $22,069 | $13,328+65.6% | $10,705+106.1% | $10,828+103.8% |