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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 | $46,947 | $138,078-66.0% | $125,363-62.6% | $134,509-65.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -19.02% | 750.49%-769.5pp | 572.15%-591.2pp | 418.13%-437.2pp |
| Employer contribution / active EE | $1,894 | $5,245-63.9% | $4,815-60.7% | $4,741-60.1% |
| Participant deferral / active EE | $4,215 | $7,800-46.0% | $7,447-43.4% | $6,400-34.1% |
| Admin fee / account holder | $1,165 | $11,566-89.9% | $10,005-88.4% | $11,427-89.8% |