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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 | $64,399 | $138,114-53.4% | $125,391-48.6% | $134,545-52.1% |
| Participation rate | 70.8% | 84.5%-13.7pp | 82.4%-11.6pp | 81.2%-10.4pp |
| Annual return | -17.42% | 750.88%-768.3pp | 572.41%-589.8pp | 418.37%-435.8pp |
| Employer contribution / active EE | $2,403 | $5,246-54.2% | $4,816-50.1% | $4,742-49.3% |
| Participant deferral / active EE | $5,850 | $7,801-25.0% | $7,448-21.5% | $6,401-8.6% |
| Admin fee / account holder | $1,027 | $11,570-91.1% | $10,009-89.7% | $11,431-91.0% |