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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 | $124,978 | $138,114-9.5% | $125,391-0.3% | $134,545-7.1% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.5pp | 81.2%-4.3pp |
| Annual return | -15.69% | 750.88%-766.6pp | 572.41%-588.1pp | 418.37%-434.1pp |
| Employer contribution / active EE | $1,231 | $5,246-76.5% | $4,816-74.4% | $4,742-74.0% |
| Participant deferral / active EE | $3,382 | $7,801-56.7% | $7,448-54.6% | $6,401-47.2% |
| Admin fee / account holder | $12,360 | $11,570+6.8% | $10,009+23.5% | $11,431+8.1% |