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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 | $37,444 | $135,645-72.4% | $110,243-66.0% | $135,380-72.3% |
| Participation rate | 70.0% | 83.5%-13.5pp | 79.8%-9.8pp | 82.6%-12.6pp |
| Annual return | -5.48% | 513.24%-518.7pp | 314.76%-320.2pp | 519.81%-525.3pp |
| Employer contribution / active EE | $1,597 | $4,907-67.5% | $3,827-58.3% | $4,779-66.6% |
| Participant deferral / active EE | $4,607 | $5,507-16.3% | $4,672-1.4% | $5,609-17.9% |
| Admin fee / account holder | $15,272 | $11,458+33.3% | $8,548+78.7% | $10,828+41.0% |