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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 | $103,359 | $138,114-25.2% | $125,391-17.6% | $134,545-23.2% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -19.40% | 750.88%-770.3pp | 572.41%-591.8pp | 418.37%-437.8pp |
| Employer contribution / active EE | $2,676 | $5,246-49.0% | $4,816-44.4% | $4,742-43.6% |
| Participant deferral / active EE | $7,619 | $7,801-2.3% | $7,448+2.3% | $6,401+19.0% |
| Admin fee / account holder | $990 | $11,570-91.4% | $10,009-90.1% | $11,431-91.3% |