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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 | $169,113 | $138,102+22.5% | $125,381+34.9% | $134,532+25.7% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -16.17% | 750.73%-766.9pp | 572.31%-588.5pp | 418.27%-434.4pp |
| Employer contribution / active EE | $2,298 | $5,245-56.2% | $4,815-52.3% | $4,741-51.5% |
| Participant deferral / active EE | $6,266 | $7,801-19.7% | $7,448-15.9% | $6,401-2.1% |
| Admin fee / account holder | $917 | $11,568-92.1% | $10,007-90.8% | $11,429-92.0% |