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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 | $56,668 | $138,102-59.0% | $125,381-54.8% | $134,532-57.9% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -20.12% | 750.73%-770.8pp | 572.31%-592.4pp | 418.27%-438.4pp |
| Employer contribution / active EE | $2,424 | $5,245-53.8% | $4,815-49.7% | $4,741-48.9% |
| Participant deferral / active EE | $5,763 | $7,801-26.1% | $7,448-22.6% | $6,401-10.0% |
| Admin fee / account holder | $778 | $11,568-93.3% | $10,007-92.2% | $11,429-93.2% |