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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 | $195,584 | $138,078+41.6% | $125,363+56.0% | $134,509+45.4% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -13.23% | 750.49%-763.7pp | 572.15%-585.4pp | 418.13%-431.4pp |
| Employer contribution / active EE | $5,236 | $5,245-0.2% | $4,815+8.7% | $4,741+10.4% |
| Participant deferral / active EE | $8,812 | $7,800+13.0% | $7,447+18.3% | $6,400+37.7% |
| Admin fee / account holder | $25,217 | $11,566+118.0% | $10,005+152.0% | $11,427+120.7% |