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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 | $89,990 | $138,076-34.8% | $123,553-27.2% | $135,380-33.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -6.44% | 153.70%-160.1pp | 119.21%-125.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $11,644 | $5,152+126.0% | $4,628+151.6% | $4,779+143.6% |
| Participant deferral / active EE | $7,949 | $6,800+16.9% | $6,426+23.7% | $5,609+41.7% |
| Admin fee / account holder | $13,633 | $10,917+24.9% | $9,284+46.8% | $10,828+25.9% |