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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 | $244,357 | $138,102+76.9% | $125,381+94.9% | $134,532+81.6% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -14.06% | 750.73%-764.8pp | 572.31%-586.4pp | 418.27%-432.3pp |
| Employer contribution / active EE | $4,253 | $5,245-18.9% | $4,815-11.7% | $4,741-10.3% |
| Participant deferral / active EE | $9,206 | $7,801+18.0% | $7,448+23.6% | $6,401+43.8% |
| Admin fee / account holder | $11,201 | $11,568-3.2% | $10,007+11.9% | $11,429-2.0% |