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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 | $69,546 | $138,102-49.6% | $125,381-44.5% | $134,532-48.3% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -15.35% | 750.73%-766.1pp | 572.31%-587.7pp | 418.27%-433.6pp |
| Employer contribution / active EE | $1,828 | $5,245-65.2% | $4,815-62.0% | $4,741-61.4% |
| Participant deferral / active EE | $8,122 | $7,801+4.1% | $7,448+9.1% | $6,401+26.9% |
| Admin fee / account holder | $1,968 | $11,568-83.0% | $10,007-80.3% | $11,429-82.8% |