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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 | $129,114 | $138,114-6.5% | $125,391+3.0% | $134,545-4.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -20.27% | 750.88%-771.2pp | 572.41%-592.7pp | 418.37%-438.6pp |
| Employer contribution / active EE | $2,501 | $5,246-52.3% | $4,816-48.1% | $4,742-47.3% |
| Participant deferral / active EE | $10,818 | $7,801+38.7% | $7,448+45.2% | $6,401+69.0% |
| Admin fee / account holder | $10,325 | $11,570-10.8% | $10,009+3.2% | $11,431-9.7% |