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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 | $114,492 | $138,078-17.1% | $125,363-8.7% | $134,509-14.9% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.0pp | 81.2%-7.9pp |
| Annual return | -16.83% | 750.49%-767.3pp | 572.15%-589.0pp | 418.13%-435.0pp |
| Employer contribution / active EE | $8,597 | $5,245+63.9% | $4,815+78.6% | $4,741+81.3% |
| Participant deferral / active EE | $7,496 | $7,800-3.9% | $7,447+0.7% | $6,400+17.1% |
| Admin fee / account holder | $3,074 | $11,566-73.4% | $10,005-69.3% | $11,427-73.1% |