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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 | $34,585 | $138,078-75.0% | $125,363-72.4% | $134,509-74.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -12.64% | 750.49%-763.1pp | 572.15%-584.8pp | 418.13%-430.8pp |
| Employer contribution / active EE | $2,904 | $5,245-44.6% | $4,815-39.7% | $4,741-38.7% |
| Participant deferral / active EE | $7,619 | $7,800-2.3% | $7,447+2.3% | $6,400+19.0% |
| Admin fee / account holder | $8,088 | $11,566-30.1% | $10,005-19.2% | $11,427-29.2% |