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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 | $31,817 | $138,078-77.0% | $125,363-74.6% | $134,509-76.3% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -19.91% | 750.49%-770.4pp | 572.15%-592.1pp | 418.13%-438.0pp |
| Employer contribution / active EE | $1,687 | $5,245-67.8% | $4,815-65.0% | $4,741-64.4% |
| Participant deferral / active EE | $5,537 | $7,800-29.0% | $7,447-25.7% | $6,400-13.5% |
| Admin fee / account holder | $2,347 | $11,566-79.7% | $10,005-76.5% | $11,427-79.5% |