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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 | $219,952 | $138,102+59.3% | $125,381+75.4% | $134,532+63.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -16.66% | 750.73%-767.4pp | 572.31%-589.0pp | 418.27%-434.9pp |
| Employer contribution / active EE | $3,612 | $5,245-31.1% | $4,815-25.0% | $4,741-23.8% |
| Participant deferral / active EE | $14,324 | $7,801+83.6% | $7,448+92.3% | $6,401+123.8% |
| Admin fee / account holder | $2,000 | $11,568-82.7% | $10,007-80.0% | $11,429-82.5% |