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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 | $235,174 | $138,078+70.3% | $125,363+87.6% | $134,509+74.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.18% | 750.49%-768.7pp | 572.15%-590.3pp | 418.13%-436.3pp |
| Employer contribution / active EE | $2,100 | $5,245-60.0% | $4,815-56.4% | $4,741-55.7% |
| Participant deferral / active EE | $12,109 | $7,800+55.3% | $7,447+62.6% | $6,400+89.2% |
| Admin fee / account holder | $2,684 | $11,566-76.8% | $10,005-73.2% | $11,427-76.5% |