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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 | $174,585 | $138,078+26.4% | $125,363+39.3% | $134,509+29.8% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -7.49% | 750.49%-758.0pp | 572.15%-579.6pp | 418.13%-425.6pp |
| Employer contribution / active EE | $18,000 | $5,245+243.2% | $4,815+273.9% | $4,741+279.7% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $836 | $11,566-92.8% | $10,005-91.6% | $11,427-92.7% |