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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 | $112,088 | $138,102-18.8% | $125,381-10.6% | $134,532-16.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -15.24% | 750.73%-766.0pp | 572.31%-587.5pp | 418.27%-433.5pp |
| Employer contribution / active EE | $1,534 | $5,245-70.7% | $4,815-68.1% | $4,741-67.6% |
| Participant deferral / active EE | $8,754 | $7,801+12.2% | $7,448+17.5% | $6,401+36.8% |
| Admin fee / account holder | $7,635 | $11,568-34.0% | $10,007-23.7% | $11,429-33.2% |