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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 | $104,286 | $138,075-24.5% | $123,552-15.6% | $135,379-23.0% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -5.40% | 153.70%-159.1pp | 119.20%-124.6pp | 519.79%-525.2pp |
| Employer contribution / active EE | $7,500 | $5,152+45.6% | $4,628+62.1% | $4,779+56.9% |
| Participant deferral / active EE | $3,331 | $6,800-51.0% | $6,426-48.2% | $5,609-40.6% |
| Admin fee / account holder | $14,030 | $10,917+28.5% | $9,285+51.1% | $10,828+29.6% |