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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 | $55,264 | $138,102-60.0% | $125,381-55.9% | $134,532-58.9% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -9.13% | 750.73%-759.9pp | 572.31%-581.4pp | 418.27%-427.4pp |
| Employer contribution / active EE | $1,688 | $5,245-67.8% | $4,815-64.9% | $4,741-64.4% |
| Participant deferral / active EE | $3,213 | $7,801-58.8% | $7,448-56.9% | $6,401-49.8% |
| Admin fee / account holder | $2,303 | $11,568-80.1% | $10,007-77.0% | $11,429-79.9% |