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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 | $67,439 | $160,059-57.9% | $140,019-51.8% | $135,382-50.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -7.03% | 911.44%-918.5pp | 651.15%-658.2pp | 519.77%-526.8pp |
| Employer contribution / active EE | $2,185 | $6,420-66.0% | $5,605-61.0% | $4,779-54.3% |
| Participant deferral / active EE | $7,630 | $7,641-0.1% | $6,927+10.2% | $5,609+36.0% |
| Admin fee / account holder | $748 | $13,328-94.4% | $10,705-93.0% | $10,829-93.1% |