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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 | $228,349 | $138,076+65.4% | $123,553+84.8% | $135,380+68.7% |
| Participation rate | 73.7% | 84.7%-11.1pp | 82.3%-8.6pp | 82.6%-9.0pp |
| Annual return | -6.43% | 153.70%-160.1pp | 119.21%-125.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $2,098 | $5,152-59.3% | $4,628-54.7% | $4,779-56.1% |
| Participant deferral / active EE | $3,234 | $6,800-52.4% | $6,426-49.7% | $5,609-42.3% |
| Admin fee / account holder | $11,296 | $10,917+3.5% | $9,284+21.7% | $10,828+4.3% |