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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 | $36,424 | $138,078-73.6% | $125,363-70.9% | $134,509-72.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -17.35% | 750.49%-767.8pp | 572.15%-589.5pp | 418.13%-435.5pp |
| Employer contribution / active EE | $4,440 | $5,245-15.4% | $4,815-7.8% | $4,741-6.3% |
| Participant deferral / active EE | $8,493 | $7,800+8.9% | $7,447+14.0% | $6,400+32.7% |
| Admin fee / account holder | $8,311 | $11,566-28.1% | $10,005-16.9% | $11,427-27.3% |