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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 | $33,908 | $138,102-75.4% | $125,381-73.0% | $134,532-74.8% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -20.27% | 750.73%-771.0pp | 572.31%-592.6pp | 418.27%-438.5pp |
| Employer contribution / active EE | $5,163 | $5,245-1.6% | $4,815+7.2% | $4,741+8.9% |
| Participant deferral / active EE | $9,534 | $7,801+22.2% | $7,448+28.0% | $6,401+49.0% |
| Admin fee / account holder | $5,668 | $11,568-51.0% | $10,007-43.4% | $11,429-50.4% |