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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 | $60,245 | $138,114-56.4% | $125,391-52.0% | $134,545-55.2% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -20.60% | 750.88%-771.5pp | 572.41%-593.0pp | 418.37%-439.0pp |
| Employer contribution / active EE | $2,040 | $5,246-61.1% | $4,816-57.6% | $4,742-57.0% |
| Participant deferral / active EE | $5,675 | $7,801-27.3% | $7,448-23.8% | $6,401-11.3% |
| Admin fee / account holder | $1,793 | $11,570-84.5% | $10,009-82.1% | $11,431-84.3% |