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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 | $20,911 | $138,102-84.9% | $125,381-83.3% | $134,532-84.5% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -20.03% | 750.73%-770.8pp | 572.31%-592.3pp | 418.27%-438.3pp |
| Employer contribution / active EE | $2,088 | $5,245-60.2% | $4,815-56.6% | $4,741-56.0% |
| Participant deferral / active EE | $4,209 | $7,801-46.0% | $7,448-43.5% | $6,401-34.3% |
| Admin fee / account holder | $1,384 | $11,568-88.0% | $10,007-86.2% | $11,429-87.9% |