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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 | $39,421 | $138,114-71.5% | $125,391-68.6% | $134,545-70.7% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -14.87% | 750.88%-765.8pp | 572.41%-587.3pp | 418.37%-433.2pp |
| Employer contribution / active EE | $1,251 | $5,246-76.1% | $4,816-74.0% | $4,742-73.6% |
| Participant deferral / active EE | $3,645 | $7,801-53.3% | $7,448-51.1% | $6,401-43.1% |
| Admin fee / account holder | $20,405 | $11,570+76.4% | $10,009+103.9% | $11,431+78.5% |