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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 | $58,376 | $138,102-57.7% | $125,381-53.4% | $134,532-56.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.29% | 750.73%-768.0pp | 572.31%-589.6pp | 418.27%-435.6pp |
| Employer contribution / active EE | $1,990 | $5,245-62.1% | $4,815-58.7% | $4,741-58.0% |
| Participant deferral / active EE | $5,530 | $7,801-29.1% | $7,448-25.8% | $6,401-13.6% |
| Admin fee / account holder | $18,927 | $11,568+63.6% | $10,007+89.1% | $11,429+65.6% |