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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 | $32,234 | $138,102-76.7% | $125,381-74.3% | $134,532-76.0% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -17.51% | 750.73%-768.2pp | 572.31%-589.8pp | 418.27%-435.8pp |
| Employer contribution / active EE | $2,121 | $5,245-59.6% | $4,815-56.0% | $4,741-55.3% |
| Participant deferral / active EE | $7,160 | $7,801-8.2% | $7,448-3.9% | $6,401+11.9% |
| Admin fee / account holder | $1,301 | $11,568-88.7% | $10,007-87.0% | $11,429-88.6% |