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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 | $136,408 | $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 | -17.16% | 750.73%-767.9pp | 572.31%-589.5pp | 418.27%-435.4pp |
| Employer contribution / active EE | $7,583 | $5,245+44.6% | $4,815+57.5% | $4,741+59.9% |
| Participant deferral / active EE | $7,356 | $7,801-5.7% | $7,448-1.2% | $6,401+14.9% |
| Admin fee / account holder | $1,276 | $11,568-89.0% | $10,007-87.2% | $11,429-88.8% |