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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 | $25,025 | $138,102-81.9% | $125,381-80.0% | $134,532-81.4% |
| Participation rate | 70.6% | 84.5%-13.9pp | 82.4%-11.8pp | 81.2%-10.6pp |
| Annual return | -20.17% | 750.73%-770.9pp | 572.31%-592.5pp | 418.27%-438.4pp |
| Employer contribution / active EE | $1,494 | $5,245-71.5% | $4,815-69.0% | $4,741-68.5% |
| Participant deferral / active EE | $3,175 | $7,801-59.3% | $7,448-57.4% | $6,401-50.4% |
| Admin fee / account holder | $2,064 | $11,568-82.2% | $10,007-79.4% | $11,429-81.9% |