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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 | $140,019 | $180,466-22.4% | $154,114-9.1% | $135,382+3.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -7.43% | 888.15%-895.6pp | 735.16%-742.6pp | 519.77%-527.2pp |
| Employer contribution / active EE | $8,078 | $6,035+33.9% | $5,298+52.5% | $4,779+69.0% |
| Participant deferral / active EE | $17,200 | $5,806+196.2% | $5,081+238.5% | $5,609+206.7% |
| Admin fee / account holder | $1,735 | $16,144-89.3% | $13,411-87.1% | $10,829-84.0% |