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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 | $118,243 | $138,114-14.4% | $125,391-5.7% | $134,545-12.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -18.55% | 750.88%-769.4pp | 572.41%-591.0pp | 418.37%-436.9pp |
| Employer contribution / active EE | $3,508 | $5,246-33.1% | $4,816-27.1% | $4,742-26.0% |
| Participant deferral / active EE | $9,729 | $7,801+24.7% | $7,448+30.6% | $6,401+52.0% |
| Admin fee / account holder | $26,032 | $11,570+125.0% | $10,009+160.1% | $11,431+127.7% |