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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 | $50,569 | $138,102-63.4% | $125,381-59.7% | $134,532-62.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -7.61% | 750.73%-758.3pp | 572.31%-579.9pp | 418.27%-425.9pp |
| Employer contribution / active EE | $1,842 | $5,245-64.9% | $4,815-61.7% | $4,741-61.1% |
| Participant deferral / active EE | $9,202 | $7,801+18.0% | $7,448+23.6% | $6,401+43.8% |
| Admin fee / account holder | $1,561 | $11,568-86.5% | $10,007-84.4% | $11,429-86.3% |