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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 | $80,372 | $138,114-41.8% | $125,391-35.9% | $134,545-40.3% |
| Participation rate | 70.6% | 84.5%-13.9pp | 82.4%-11.8pp | 81.2%-10.6pp |
| Annual return | -18.39% | 750.88%-769.3pp | 572.41%-590.8pp | 418.37%-436.8pp |
| Employer contribution / active EE | $1,819 | $5,246-65.3% | $4,816-62.2% | $4,742-61.6% |
| Participant deferral / active EE | $5,565 | $7,801-28.7% | $7,448-25.3% | $6,401-13.1% |
| Admin fee / account holder | $2,237 | $11,570-80.7% | $10,009-77.6% | $11,431-80.4% |