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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 | $97,590 | $138,114-29.3% | $125,391-22.2% | $134,545-27.5% |
| Participation rate | 76.2% | 84.5%-8.3pp | 82.4%-6.2pp | 81.2%-5.0pp |
| Annual return | -17.71% | 750.88%-768.6pp | 572.41%-590.1pp | 418.37%-436.1pp |
| Employer contribution / active EE | $1,550 | $5,246-70.5% | $4,816-67.8% | $4,742-67.3% |
| Participant deferral / active EE | $5,428 | $7,801-30.4% | $7,448-27.1% | $6,401-15.2% |
| Admin fee / account holder | $7,021 | $11,570-39.3% | $10,009-29.8% | $11,431-38.6% |