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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 | $88,824 | $138,102-35.7% | $125,381-29.2% | $134,532-34.0% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -15.83% | 750.73%-766.6pp | 572.31%-588.1pp | 418.27%-434.1pp |
| Employer contribution / active EE | $2,223 | $5,245-57.6% | $4,815-53.8% | $4,741-53.1% |
| Participant deferral / active EE | $3,315 | $7,801-57.5% | $7,448-55.5% | $6,401-48.2% |
| Admin fee / account holder | $1,583 | $11,568-86.3% | $10,007-84.2% | $11,429-86.1% |