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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 | $50,353 | $138,102-63.5% | $125,381-59.8% | $134,532-62.6% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -18.41% | 750.73%-769.1pp | 572.31%-590.7pp | 418.27%-436.7pp |
| Employer contribution / active EE | $5,169 | $5,245-1.4% | $4,815+7.4% | $4,741+9.0% |
| Participant deferral / active EE | $4,205 | $7,801-46.1% | $7,448-43.5% | $6,401-34.3% |
| Admin fee / account holder | $569 | $11,568-95.1% | $10,007-94.3% | $11,429-95.0% |