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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 | $166,766 | $138,114+20.7% | $125,391+33.0% | $134,545+23.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -11.02% | 750.88%-761.9pp | 572.41%-583.4pp | 418.37%-429.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,560 | $7,801-3.1% | $7,448+1.5% | $6,401+18.1% |
| Admin fee / account holder | $10,815 | $11,570-6.5% | $10,009+8.1% | $11,431-5.4% |