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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 | $80,383 | $138,102-41.8% | $125,381-35.9% | $134,532-40.3% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -16.40% | 750.73%-767.1pp | 572.31%-588.7pp | 418.27%-434.7pp |
| Employer contribution / active EE | $13,827 | $5,245+163.6% | $4,815+187.2% | $4,741+191.6% |
| Participant deferral / active EE | $8,583 | $7,801+10.0% | $7,448+15.2% | $6,401+34.1% |
| Admin fee / account holder | $581 | $11,568-95.0% | $10,007-94.2% | $11,429-94.9% |