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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 | $137,253 | $138,102-0.6% | $125,381+9.5% | $134,532+2.0% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -19.63% | 750.73%-770.4pp | 572.31%-591.9pp | 418.27%-437.9pp |
| Employer contribution / active EE | $12,000 | $5,245+128.8% | $4,815+149.2% | $4,741+153.1% |
| Participant deferral / active EE | $8,342 | $7,801+6.9% | $7,448+12.0% | $6,401+30.3% |
| Admin fee / account holder | $719 | $11,568-93.8% | $10,007-92.8% | $11,429-93.7% |