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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 | $50,958 | $138,102-63.1% | $125,381-59.4% | $134,532-62.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.43% | 750.73%-769.2pp | 572.31%-590.7pp | 418.27%-436.7pp |
| Employer contribution / active EE | $2,890 | $5,245-44.9% | $4,815-40.0% | $4,741-39.0% |
| Participant deferral / active EE | $4,426 | $7,801-43.3% | $7,448-40.6% | $6,401-30.9% |
| Admin fee / account holder | $6,624 | $11,568-42.7% | $10,007-33.8% | $11,429-42.0% |