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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 | $166,240 | $97,732+70.1% | $83,831+98.3% | $135,380+22.8% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -6.35% | 1287.56%-1293.9pp | 850.99%-857.3pp | 519.81%-526.2pp |
| Employer contribution / active EE | $6,811 | $4,222+61.3% | $3,631+87.6% | $4,779+42.5% |
| Participant deferral / active EE | $6,879 | $4,683+46.9% | $4,082+68.5% | $5,609+22.6% |
| Admin fee / account holder | $1,385 | $6,675-79.2% | $5,479-74.7% | $10,828-87.2% |