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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 | $28,476 | $138,102-79.4% | $125,381-77.3% | $134,532-78.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.07% | 750.73%-769.8pp | 572.31%-591.4pp | 418.27%-437.3pp |
| Employer contribution / active EE | $1,948 | $5,245-62.9% | $4,815-59.6% | $4,741-58.9% |
| Participant deferral / active EE | $6,006 | $7,801-23.0% | $7,448-19.4% | $6,401-6.2% |
| Admin fee / account holder | $8,202 | $11,568-29.1% | $10,007-18.0% | $11,429-28.2% |