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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 | $114,415 | $138,114-17.2% | $125,391-8.8% | $134,545-15.0% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -15.26% | 750.88%-766.1pp | 572.41%-587.7pp | 418.37%-433.6pp |
| Employer contribution / active EE | $6,108 | $5,246+16.4% | $4,816+26.8% | $4,742+28.8% |
| Participant deferral / active EE | $8,128 | $7,801+4.2% | $7,448+9.1% | $6,401+27.0% |
| Admin fee / account holder | $17,783 | $11,570+53.7% | $10,009+77.7% | $11,431+55.6% |