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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 | $49,939 | $138,075-63.8% | $123,552-59.6% | $135,379-63.1% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -4.83% | 153.70%-158.5pp | 119.20%-124.0pp | 519.79%-524.6pp |
| Employer contribution / active EE | $23,076 | $5,152+347.9% | $4,628+398.6% | $4,779+382.9% |
| Participant deferral / active EE | $24,856 | $6,800+265.5% | $6,426+286.8% | $5,609+343.1% |
| Admin fee / account holder | $30,892 | $10,917+183.0% | $9,285+232.7% | $10,828+185.3% |