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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 | $58,239 | $138,114-57.8% | $125,391-53.6% | $134,545-56.7% |
| Participation rate | 77.3% | 84.5%-7.2pp | 82.4%-5.1pp | 81.2%-4.0pp |
| Annual return | -12.51% | 750.88%-763.4pp | 572.41%-584.9pp | 418.37%-430.9pp |
| Employer contribution / active EE | $3,204 | $5,246-38.9% | $4,816-33.5% | $4,742-32.4% |
| Participant deferral / active EE | $6,565 | $7,801-15.8% | $7,448-11.9% | $6,401+2.6% |
| Admin fee / account holder | $9,523 | $11,570-17.7% | $10,009-4.8% | $11,431-16.7% |