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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 | $133,883 | $138,114-3.1% | $125,391+6.8% | $134,545-0.5% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -7.29% | 750.88%-758.2pp | 572.41%-579.7pp | 418.37%-425.7pp |
| Employer contribution / active EE | $2,487 | $5,246-52.6% | $4,816-48.4% | $4,742-47.6% |
| Participant deferral / active EE | $9,667 | $7,801+23.9% | $7,448+29.8% | $6,401+51.0% |
| Admin fee / account holder | $20,526 | $11,570+77.4% | $10,009+105.1% | $11,431+79.6% |