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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 | $87,609 | $138,078-36.6% | $125,363-30.1% | $134,509-34.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.06% | 750.49%-768.6pp | 572.15%-590.2pp | 418.13%-436.2pp |
| Employer contribution / active EE | $7,319 | $5,245+39.5% | $4,815+52.0% | $4,741+54.4% |
| Participant deferral / active EE | $7,353 | $7,800-5.7% | $7,447-1.3% | $6,400+14.9% |
| Admin fee / account holder | $18,671 | $11,566+61.4% | $10,005+86.6% | $11,427+63.4% |