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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 | $181,693 | $138,114+31.6% | $125,391+44.9% | $134,545+35.0% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -16.59% | 750.88%-767.5pp | 572.41%-589.0pp | 418.37%-435.0pp |
| Employer contribution / active EE | $3,610 | $5,246-31.2% | $4,816-25.0% | $4,742-23.9% |
| Participant deferral / active EE | $10,442 | $7,801+33.9% | $7,448+40.2% | $6,401+63.1% |
| Admin fee / account holder | $2,344 | $11,570-79.7% | $10,009-76.6% | $11,431-79.5% |