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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 | $34,208 | $138,114-75.2% | $125,391-72.7% | $134,545-74.6% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -13.00% | 750.88%-763.9pp | 572.41%-585.4pp | 418.37%-431.4pp |
| Employer contribution / active EE | $5,892 | $5,246+12.3% | $4,816+22.3% | $4,742+24.3% |
| Participant deferral / active EE | $4,697 | $7,801-39.8% | $7,448-36.9% | $6,401-26.6% |
| Admin fee / account holder | $1,337 | $11,570-88.4% | $10,009-86.6% | $11,431-88.3% |