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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 | $58,642 | $138,102-57.5% | $125,381-53.2% | $134,532-56.4% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.7pp | 81.2%-8.5pp |
| Annual return | -20.04% | 750.73%-770.8pp | 572.31%-592.4pp | 418.27%-438.3pp |
| Employer contribution / active EE | $2,125 | $5,245-59.5% | $4,815-55.9% | $4,741-55.2% |
| Participant deferral / active EE | $6,766 | $7,801-13.3% | $7,448-9.2% | $6,401+5.7% |
| Admin fee / account holder | $672 | $11,568-94.2% | $10,007-93.3% | $11,429-94.1% |