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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 | $98,585 | $138,078-28.6% | $125,363-21.4% | $134,509-26.7% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -13.54% | 750.49%-764.0pp | 572.15%-585.7pp | 418.13%-431.7pp |
| Employer contribution / active EE | $1,982 | $5,245-62.2% | $4,815-58.8% | $4,741-58.2% |
| Participant deferral / active EE | $5,396 | $7,800-30.8% | $7,447-27.5% | $6,400-15.7% |
| Admin fee / account holder | $3,333 | $11,566-71.2% | $10,005-66.7% | $11,427-70.8% |