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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 | $124,616 | $138,102-9.8% | $125,381-0.6% | $134,532-7.4% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -13.64% | 750.73%-764.4pp | 572.31%-585.9pp | 418.27%-431.9pp |
| Employer contribution / active EE | $2,727 | $5,245-48.0% | $4,815-43.4% | $4,741-42.5% |
| Participant deferral / active EE | $6,090 | $7,801-21.9% | $7,448-18.2% | $6,401-4.9% |
| Admin fee / account holder | $32,786 | $11,568+183.4% | $10,007+227.6% | $11,429+186.9% |