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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 | $113,246 | $138,114-18.0% | $125,391-9.7% | $134,545-15.8% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.7pp | 81.2%-8.5pp |
| Annual return | -14.54% | 750.88%-765.4pp | 572.41%-587.0pp | 418.37%-432.9pp |
| Employer contribution / active EE | $3,265 | $5,246-37.8% | $4,816-32.2% | $4,742-31.1% |
| Participant deferral / active EE | $5,892 | $7,801-24.5% | $7,448-20.9% | $6,401-8.0% |
| Admin fee / account holder | $1,770 | $11,570-84.7% | $10,009-82.3% | $11,431-84.5% |