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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 | $20,427 | $138,102-85.2% | $125,381-83.7% | $134,532-84.8% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -18.50% | 750.73%-769.2pp | 572.31%-590.8pp | 418.27%-436.8pp |
| Employer contribution / active EE | $2,287 | $5,245-56.4% | $4,815-52.5% | $4,741-51.8% |
| Participant deferral / active EE | $5,130 | $7,801-34.2% | $7,448-31.1% | $6,401-19.8% |
| Admin fee / account holder | $1,269 | $11,568-89.0% | $10,007-87.3% | $11,429-88.9% |