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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 | $81,885 | $138,102-40.7% | $125,381-34.7% | $134,532-39.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -15.17% | 750.73%-765.9pp | 572.31%-587.5pp | 418.27%-433.4pp |
| Employer contribution / active EE | $3,140 | $5,245-40.1% | $4,815-34.8% | $4,741-33.8% |
| Participant deferral / active EE | $8,899 | $7,801+14.1% | $7,448+19.5% | $6,401+39.0% |
| Admin fee / account holder | $9,556 | $11,568-17.4% | $10,007-4.5% | $11,429-16.4% |