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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 | $200,297 | $138,114+45.0% | $125,391+59.7% | $134,545+48.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -13.73% | 750.88%-764.6pp | 572.41%-586.1pp | 418.37%-432.1pp |
| Employer contribution / active EE | $4,899 | $5,246-6.6% | $4,816+1.7% | $4,742+3.3% |
| Participant deferral / active EE | $7,954 | $7,801+2.0% | $7,448+6.8% | $6,401+24.3% |
| Admin fee / account holder | $1,136 | $11,570-90.2% | $10,009-88.7% | $11,431-90.1% |