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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 | $28,787 | $138,114-79.2% | $125,391-77.0% | $134,545-78.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.35% | 750.88%-769.2pp | 572.41%-590.8pp | 418.37%-436.7pp |
| Employer contribution / active EE | $2,354 | $5,246-55.1% | $4,816-51.1% | $4,742-50.4% |
| Participant deferral / active EE | $10,193 | $7,801+30.7% | $7,448+36.8% | $6,401+59.2% |
| Admin fee / account holder | $35,966 | $11,570+210.9% | $10,009+259.4% | $11,431+214.6% |