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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 | $77,827 | $138,102-43.6% | $125,381-37.9% | $134,532-42.2% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -15.78% | 750.73%-766.5pp | 572.31%-588.1pp | 418.27%-434.0pp |
| Employer contribution / active EE | $2,942 | $5,245-43.9% | $4,815-38.9% | $4,741-37.9% |
| Participant deferral / active EE | $8,894 | $7,801+14.0% | $7,448+19.4% | $6,401+39.0% |
| Admin fee / account holder | $1,004 | $11,568-91.3% | $10,007-90.0% | $11,429-91.2% |