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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 | $101,340 | $138,114-26.6% | $125,391-19.2% | $134,545-24.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -13.55% | 750.88%-764.4pp | 572.41%-586.0pp | 418.37%-431.9pp |
| Employer contribution / active EE | $5,203 | $5,246-0.8% | $4,816+8.0% | $4,742+9.7% |
| Participant deferral / active EE | $5,390 | $7,801-30.9% | $7,448-27.6% | $6,401-15.8% |
| Admin fee / account holder | $2,509 | $11,570-78.3% | $10,009-74.9% | $11,431-78.1% |