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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 | $82,830 | $138,102-40.0% | $125,381-33.9% | $134,532-38.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.90% | 750.73%-768.6pp | 572.31%-590.2pp | 418.27%-436.2pp |
| Employer contribution / active EE | $7,188 | $5,245+37.0% | $4,815+49.3% | $4,741+51.6% |
| Participant deferral / active EE | $8,306 | $7,801+6.5% | $7,448+11.5% | $6,401+29.8% |
| Admin fee / account holder | $4,513 | $11,568-61.0% | $10,007-54.9% | $11,429-60.5% |