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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 | $142,926 | $138,114+3.5% | $125,391+14.0% | $134,545+6.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -15.61% | 750.88%-766.5pp | 572.41%-588.0pp | 418.37%-434.0pp |
| Employer contribution / active EE | $2,603 | $5,246-50.4% | $4,816-46.0% | $4,742-45.1% |
| Participant deferral / active EE | $5,775 | $7,801-26.0% | $7,448-22.5% | $6,401-9.8% |
| Admin fee / account holder | $678 | $11,570-94.1% | $10,009-93.2% | $11,431-94.1% |