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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 | $53,883 | $138,102-61.0% | $125,381-57.0% | $134,532-59.9% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -17.89% | 750.73%-768.6pp | 572.31%-590.2pp | 418.27%-436.2pp |
| Employer contribution / active EE | $2,912 | $5,245-44.5% | $4,815-39.5% | $4,741-38.6% |
| Participant deferral / active EE | $6,684 | $7,801-14.3% | $7,448-10.3% | $6,401+4.4% |
| Admin fee / account holder | $629 | $11,568-94.6% | $10,007-93.7% | $11,429-94.5% |