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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 | $60,454 | $138,102-56.2% | $125,381-51.8% | $134,532-55.1% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.7pp | 81.2%-8.5pp |
| Annual return | -16.67% | 750.73%-767.4pp | 572.31%-589.0pp | 418.27%-434.9pp |
| Employer contribution / active EE | $2,660 | $5,245-49.3% | $4,815-44.8% | $4,741-43.9% |
| Participant deferral / active EE | $10,111 | $7,801+29.6% | $7,448+35.8% | $6,401+58.0% |
| Admin fee / account holder | $2,786 | $11,568-75.9% | $10,007-72.2% | $11,429-75.6% |