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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 | $42,957 | $138,114-68.9% | $125,391-65.7% | $134,545-68.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -7.47% | 750.88%-758.4pp | 572.41%-579.9pp | 418.37%-425.8pp |
| Employer contribution / active EE | $1,248 | $5,246-76.2% | $4,816-74.1% | $4,742-73.7% |
| Participant deferral / active EE | $4,345 | $7,801-44.3% | $7,448-41.7% | $6,401-32.1% |
| Admin fee / account holder | $30,104 | $11,570+160.2% | $10,009+200.8% | $11,431+163.4% |