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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 | $246,578 | $138,114+78.5% | $125,391+96.6% | $134,545+83.3% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -16.14% | 750.88%-767.0pp | 572.41%-588.6pp | 418.37%-434.5pp |
| Employer contribution / active EE | $9,430 | $5,246+79.8% | $4,816+95.8% | $4,742+98.9% |
| Participant deferral / active EE | $14,104 | $7,801+80.8% | $7,448+89.4% | $6,401+120.3% |
| Admin fee / account holder | $4,157 | $11,570-64.1% | $10,009-58.5% | $11,431-63.6% |