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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 | $23,690 | $138,078-82.8% | $125,363-81.1% | $134,509-82.4% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -18.07% | 750.49%-768.6pp | 572.15%-590.2pp | 418.13%-436.2pp |
| Employer contribution / active EE | $981 | $5,245-81.3% | $4,815-79.6% | $4,741-79.3% |
| Participant deferral / active EE | $4,224 | $7,800-45.8% | $7,447-43.3% | $6,400-34.0% |
| Admin fee / account holder | $678 | $11,566-94.1% | $10,005-93.2% | $11,427-94.1% |