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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 | $187,915 | $97,732+92.3% | $83,831+124.2% | $135,380+38.8% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -7.16% | 1287.56%-1294.7pp | 850.99%-858.2pp | 519.81%-527.0pp |
| Employer contribution / active EE | $1,582 | $4,222-62.5% | $3,631-56.4% | $4,779-66.9% |
| Participant deferral / active EE | $10,382 | $4,683+121.7% | $4,082+154.3% | $5,609+85.1% |
| Admin fee / account holder | $462 | $6,675-93.1% | $5,479-91.6% | $10,828-95.7% |