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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 | $87,050 | $138,078-37.0% | $125,363-30.6% | $134,509-35.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -20.22% | 750.49%-770.7pp | 572.15%-592.4pp | 418.13%-438.4pp |
| Employer contribution / active EE | $4,211 | $5,245-19.7% | $4,815-12.5% | $4,741-11.2% |
| Participant deferral / active EE | $11,658 | $7,800+49.5% | $7,447+56.5% | $6,400+82.2% |
| Admin fee / account holder | $4,955 | $11,566-57.2% | $10,005-50.5% | $11,427-56.6% |