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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 | $117,306 | $138,078-15.0% | $125,363-6.4% | $134,509-12.8% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -16.90% | 750.49%-767.4pp | 572.15%-589.0pp | 418.13%-435.0pp |
| Employer contribution / active EE | $3,433 | $5,245-34.5% | $4,815-28.7% | $4,741-27.6% |
| Participant deferral / active EE | $9,051 | $7,800+16.0% | $7,447+21.5% | $6,400+41.4% |
| Admin fee / account holder | $13,321 | $11,566+15.2% | $10,005+33.1% | $11,427+16.6% |