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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 | $65,065 | $138,102-52.9% | $125,381-48.1% | $134,532-51.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.37% | 750.73%-769.1pp | 572.31%-590.7pp | 418.27%-436.6pp |
| Employer contribution / active EE | $6,415 | $5,245+22.3% | $4,815+33.2% | $4,741+35.3% |
| Participant deferral / active EE | $17,313 | $7,801+121.9% | $7,448+132.5% | $6,401+170.5% |
| Admin fee / account holder | $604 | $11,568-94.8% | $10,007-94.0% | $11,429-94.7% |