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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 | $113,185 | $138,102-18.0% | $125,381-9.7% | $134,532-15.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -16.66% | 750.73%-767.4pp | 572.31%-589.0pp | 418.27%-434.9pp |
| Employer contribution / active EE | $19,347 | $5,245+268.8% | $4,815+301.8% | $4,741+308.1% |
| Participant deferral / active EE | $10,128 | $7,801+29.8% | $7,448+36.0% | $6,401+58.2% |
| Admin fee / account holder | $1,403 | $11,568-87.9% | $10,007-86.0% | $11,429-87.7% |