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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 | $129,246 | $138,114-6.4% | $125,391+3.1% | $134,545-3.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.40% | 750.88%-770.3pp | 572.41%-591.8pp | 418.37%-437.8pp |
| Employer contribution / active EE | $1,090 | $5,246-79.2% | $4,816-77.4% | $4,742-77.0% |
| Participant deferral / active EE | $2,887 | $7,801-63.0% | $7,448-61.2% | $6,401-54.9% |
| Admin fee / account holder | $3,014 | $11,570-74.0% | $10,009-69.9% | $11,431-73.6% |