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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 | $48,326 | $138,102-65.0% | $125,381-61.5% | $134,532-64.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -15.40% | 750.73%-766.1pp | 572.31%-587.7pp | 418.27%-433.7pp |
| Employer contribution / active EE | $1,659 | $5,245-68.4% | $4,815-65.5% | $4,741-65.0% |
| Participant deferral / active EE | $4,932 | $7,801-36.8% | $7,448-33.8% | $6,401-23.0% |
| Admin fee / account holder | $336 | $11,568-97.1% | $10,007-96.6% | $11,429-97.1% |