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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 | $136,423 | $138,102-1.2% | $125,381+8.8% | $134,532+1.4% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.76% | 750.73%-770.5pp | 572.31%-592.1pp | 418.27%-438.0pp |
| Employer contribution / active EE | $9,213 | $5,245+75.6% | $4,815+91.3% | $4,741+94.3% |
| Participant deferral / active EE | $5,192 | $7,801-33.4% | $7,448-30.3% | $6,401-18.9% |
| Admin fee / account holder | $1,740 | $11,568-85.0% | $10,007-82.6% | $11,429-84.8% |