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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 | $237,237 | $138,102+71.8% | $125,381+89.2% | $134,532+76.3% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -18.95% | 750.73%-769.7pp | 572.31%-591.3pp | 418.27%-437.2pp |
| Employer contribution / active EE | $4,888 | $5,245-6.8% | $4,815+1.5% | $4,741+3.1% |
| Participant deferral / active EE | $10,500 | $7,801+34.6% | $7,448+41.0% | $6,401+64.0% |
| Admin fee / account holder | $373 | $11,568-96.8% | $10,007-96.3% | $11,429-96.7% |