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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 | $138,068-26.6% | $125,358-19.2% | $134,493-24.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -13.55% | 750.30%-763.9pp | 572.03%-585.6pp | 418.01%-431.6pp |
| Employer contribution / active EE | $5,203 | $5,244-0.8% | $4,814+8.1% | $4,740+9.8% |
| Participant deferral / active EE | $5,390 | $7,799-30.9% | $7,447-27.6% | $6,400-15.8% |
| Admin fee / account holder | $2,509 | $11,568-78.3% | $10,007-74.9% | $11,425-78.0% |