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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 | $148,298 | $99,668+48.8% | $86,451+71.5% | $134,545+10.2% |
| Participation rate | 70.6% | 82.1%-11.5pp | 80.3%-9.7pp | 81.2%-10.6pp |
| Annual return | -18.29% | 6789.61%-6807.9pp | 4398.51%-4416.8pp | 418.37%-436.7pp |
| Employer contribution / active EE | $5,032 | $4,403+14.3% | $3,770+33.5% | $4,742+6.1% |
| Participant deferral / active EE | $11,199 | $7,249+54.5% | $6,953+61.1% | $6,401+74.9% |
| Admin fee / account holder | $17,762 | $8,377+112.0% | $6,734+163.8% | $11,431+55.4% |