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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 | $33,241 | $138,114-75.9% | $125,391-73.5% | $134,545-75.3% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.2pp |
| Annual return | -19.69% | 750.88%-770.6pp | 572.41%-592.1pp | 418.37%-438.1pp |
| Employer contribution / active EE | $2,045 | $5,246-61.0% | $4,816-57.5% | $4,742-56.9% |
| Participant deferral / active EE | $3,349 | $7,801-57.1% | $7,448-55.0% | $6,401-47.7% |
| Admin fee / account holder | $1,098 | $11,570-90.5% | $10,009-89.0% | $11,431-90.4% |