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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 | $37,612 | $138,102-72.8% | $125,381-70.0% | $134,532-72.0% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -17.90% | 750.73%-768.6pp | 572.31%-590.2pp | 418.27%-436.2pp |
| Employer contribution / active EE | $1,235 | $5,245-76.5% | $4,815-74.4% | $4,741-74.0% |
| Participant deferral / active EE | $4,928 | $7,801-36.8% | $7,448-33.8% | $6,401-23.0% |
| Admin fee / account holder | $2,467 | $11,568-78.7% | $10,007-75.4% | $11,429-78.4% |