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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 | $243,001 | $138,076+76.0% | $123,553+96.7% | $135,380+79.5% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -7.49% | 153.70%-161.2pp | 119.21%-126.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $3,464 | $5,152-32.8% | $4,628-25.2% | $4,779-27.5% |
| Participant deferral / active EE | $6,502 | $6,800-4.4% | $6,426+1.2% | $5,609+15.9% |
| Admin fee / account holder | $753 | $10,917-93.1% | $9,284-91.9% | $10,828-93.0% |