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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 | $35,092 | $138,114-74.6% | $125,391-72.0% | $134,545-73.9% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -17.93% | 750.88%-768.8pp | 572.41%-590.3pp | 418.37%-436.3pp |
| Employer contribution / active EE | $6,867 | $5,246+30.9% | $4,816+42.6% | $4,742+44.8% |
| Participant deferral / active EE | $9,445 | $7,801+21.1% | $7,448+26.8% | $6,401+47.5% |
| Admin fee / account holder | $2,831 | $11,570-75.5% | $10,009-71.7% | $11,431-75.2% |