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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 | $146,947 | $88,596+65.9% | $70,098+109.6% | $134,509+9.2% |
| Participation rate | 75.0% | 74.9%+0.1pp | 70.5%+4.5pp | 81.2%-6.2pp |
| Annual return | -17.01% | 442.67%-459.7pp | 190.76%-207.8pp | 418.13%-435.1pp |
| Employer contribution / active EE | $6,071 | $3,235+87.6% | $2,560+137.1% | $4,741+28.1% |
| Participant deferral / active EE | $8,586 | $4,772+79.9% | $3,849+123.1% | $6,400+34.1% |
| Admin fee / account holder | $1,513 | $10,441-85.5% | $6,266-75.9% | $11,427-86.8% |