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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 | $155,708 | $138,068+12.8% | $125,358+24.2% | $134,493+15.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -17.40% | 750.30%-767.7pp | 572.03%-589.4pp | 418.01%-435.4pp |
| Employer contribution / active EE | $3,303 | $5,244-37.0% | $4,814-31.4% | $4,740-30.3% |
| Participant deferral / active EE | $6,347 | $7,799-18.6% | $7,447-14.8% | $6,400-0.8% |
| Admin fee / account holder | $1,724 | $11,568-85.1% | $10,007-82.8% | $11,425-84.9% |