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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 | $89,233 | $138,114-35.4% | $125,391-28.8% | $134,545-33.7% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.5pp | 81.2%-4.3pp |
| Annual return | -18.26% | 750.88%-769.1pp | 572.41%-590.7pp | 418.37%-436.6pp |
| Employer contribution / active EE | $2,157 | $5,246-58.9% | $4,816-55.2% | $4,742-54.5% |
| Participant deferral / active EE | $5,443 | $7,801-30.2% | $7,448-26.9% | $6,401-15.0% |
| Admin fee / account holder | $1,612 | $11,570-86.1% | $10,009-83.9% | $11,431-85.9% |