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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 | $57,112 | $138,102-58.6% | $125,381-54.4% | $134,532-57.5% |
| Participation rate | 76.5% | 84.5%-8.0pp | 82.4%-5.9pp | 81.2%-4.8pp |
| Annual return | -18.49% | 750.73%-769.2pp | 572.31%-590.8pp | 418.27%-436.8pp |
| Employer contribution / active EE | $3,058 | $5,245-41.7% | $4,815-36.5% | $4,741-35.5% |
| Participant deferral / active EE | $6,120 | $7,801-21.5% | $7,448-17.8% | $6,401-4.4% |
| Admin fee / account holder | $7,080 | $11,568-38.8% | $10,007-29.2% | $11,429-38.0% |