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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 | $46,004 | $138,102-66.7% | $125,381-63.3% | $134,532-65.8% |
| Participation rate | 78.9% | 84.5%-5.5pp | 82.4%-3.4pp | 81.2%-2.3pp |
| Annual return | -15.25% | 750.73%-766.0pp | 572.31%-587.6pp | 418.27%-433.5pp |
| Employer contribution / active EE | $4,946 | $5,245-5.7% | $4,815+2.7% | $4,741+4.3% |
| Participant deferral / active EE | $11,956 | $7,801+53.3% | $7,448+60.5% | $6,401+86.8% |
| Admin fee / account holder | $5,900 | $11,568-49.0% | $10,007-41.0% | $11,429-48.4% |