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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 | $41,903 | $138,114-69.7% | $125,391-66.6% | $134,545-68.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.77% | 750.88%-769.7pp | 572.41%-591.2pp | 418.37%-437.1pp |
| Employer contribution / active EE | $2,550 | $5,246-51.4% | $4,816-47.0% | $4,742-46.2% |
| Participant deferral / active EE | $3,950 | $7,801-49.4% | $7,448-47.0% | $6,401-38.3% |
| Admin fee / account holder | $682 | $11,570-94.1% | $10,009-93.2% | $11,431-94.0% |