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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 | $222,161 | $138,102+60.9% | $125,381+77.2% | $134,532+65.1% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -4.51% | 750.73%-755.2pp | 572.31%-576.8pp | 418.27%-422.8pp |
| Employer contribution / active EE | $2,571 | $5,245-51.0% | $4,815-46.6% | $4,741-45.8% |
| Participant deferral / active EE | $9,445 | $7,801+21.1% | $7,448+26.8% | $6,401+47.6% |
| Admin fee / account holder | $2,365 | $11,568-79.6% | $10,007-76.4% | $11,429-79.3% |