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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 | $61,681 | $138,078-55.3% | $125,363-50.8% | $134,509-54.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -11.46% | 750.49%-762.0pp | 572.15%-583.6pp | 418.13%-429.6pp |
| Employer contribution / active EE | $2,785 | $5,245-46.9% | $4,815-42.2% | $4,741-41.3% |
| Participant deferral / active EE | $7,246 | $7,800-7.1% | $7,447-2.7% | $6,400+13.2% |
| Admin fee / account holder | $57,345 | $11,566+395.8% | $10,005+473.1% | $11,427+401.9% |