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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 | $85,207 | $138,102-38.3% | $125,381-32.0% | $134,532-36.7% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -19.00% | 750.73%-769.7pp | 572.31%-591.3pp | 418.27%-437.3pp |
| Employer contribution / active EE | $4,899 | $5,245-6.6% | $4,815+1.7% | $4,741+3.3% |
| Participant deferral / active EE | $13,629 | $7,801+74.7% | $7,448+83.0% | $6,401+112.9% |
| Admin fee / account holder | $1,776 | $11,568-84.6% | $10,007-82.2% | $11,429-84.5% |