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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 | $163,422 | $138,102+18.3% | $125,381+30.3% | $134,532+21.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -15.70% | 750.73%-766.4pp | 572.31%-588.0pp | 418.27%-434.0pp |
| Employer contribution / active EE | $1,741 | $5,245-66.8% | $4,815-63.8% | $4,741-63.3% |
| Participant deferral / active EE | $7,377 | $7,801-5.4% | $7,448-1.0% | $6,401+15.2% |
| Admin fee / account holder | $17,750 | $11,568+53.4% | $10,007+77.4% | $11,429+55.3% |