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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 | $141,343 | $138,114+2.3% | $125,391+12.7% | $134,545+5.1% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -17.68% | 750.88%-768.6pp | 572.41%-590.1pp | 418.37%-436.0pp |
| Employer contribution / active EE | $2,267 | $5,246-56.8% | $4,816-52.9% | $4,742-52.2% |
| Participant deferral / active EE | $4,534 | $7,801-41.9% | $7,448-39.1% | $6,401-29.2% |
| Admin fee / account holder | $2,001 | $11,570-82.7% | $10,009-80.0% | $11,431-82.5% |