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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 | $74,577 | $138,102-46.0% | $125,381-40.5% | $134,532-44.6% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -17.78% | 750.73%-768.5pp | 572.31%-590.1pp | 418.27%-436.0pp |
| Employer contribution / active EE | $3,656 | $5,245-30.3% | $4,815-24.1% | $4,741-22.9% |
| Participant deferral / active EE | $9,880 | $7,801+26.7% | $7,448+32.7% | $6,401+54.3% |
| Admin fee / account holder | $1,564 | $11,568-86.5% | $10,007-84.4% | $11,429-86.3% |