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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 | $71,899 | $138,114-47.9% | $125,391-42.7% | $134,545-46.6% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.5pp | 81.2%-4.3pp |
| Annual return | -16.12% | 750.88%-767.0pp | 572.41%-588.5pp | 418.37%-434.5pp |
| Employer contribution / active EE | $2,785 | $5,246-46.9% | $4,816-42.2% | $4,742-41.3% |
| Participant deferral / active EE | $6,326 | $7,801-18.9% | $7,448-15.1% | $6,401-1.2% |
| Admin fee / account holder | $22,868 | $11,570+97.7% | $10,009+128.5% | $11,431+100.1% |