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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 | $31,035 | $138,102-77.5% | $125,381-75.2% | $134,532-76.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.83% | 750.73%-769.6pp | 572.31%-591.1pp | 418.27%-437.1pp |
| Employer contribution / active EE | $1,854 | $5,245-64.6% | $4,815-61.5% | $4,741-60.9% |
| Participant deferral / active EE | $4,319 | $7,801-44.6% | $7,448-42.0% | $6,401-32.5% |
| Admin fee / account holder | $1,923 | $11,568-83.4% | $10,007-80.8% | $11,429-83.2% |