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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 | $112,936 | $138,102-18.2% | $125,381-9.9% | $134,532-16.1% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -12.68% | 750.73%-763.4pp | 572.31%-585.0pp | 418.27%-431.0pp |
| Employer contribution / active EE | $10,527 | $5,245+100.7% | $4,815+118.6% | $4,741+122.0% |
| Participant deferral / active EE | $9,877 | $7,801+26.6% | $7,448+32.6% | $6,401+54.3% |
| Admin fee / account holder | $527 | $11,568-95.4% | $10,007-94.7% | $11,429-95.4% |