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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 | $36,398 | $138,114-73.6% | $125,391-71.0% | $134,545-72.9% |
| Participation rate | 76.5% | 84.5%-8.0pp | 82.4%-5.9pp | 81.2%-4.8pp |
| Annual return | -18.49% | 750.88%-769.4pp | 572.41%-590.9pp | 418.37%-436.9pp |
| Employer contribution / active EE | $2,933 | $5,246-44.1% | $4,816-39.1% | $4,742-38.1% |
| Participant deferral / active EE | $5,244 | $7,801-32.8% | $7,448-29.6% | $6,401-18.1% |
| Admin fee / account holder | $1,536 | $11,570-86.7% | $10,009-84.7% | $11,431-86.6% |