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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 | $128,978 | $138,102-6.6% | $125,381+2.9% | $134,532-4.1% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.7pp | 81.2%-8.5pp |
| Annual return | -11.18% | 750.73%-761.9pp | 572.31%-583.5pp | 418.27%-429.4pp |
| Employer contribution / active EE | $1,979 | $5,245-62.3% | $4,815-58.9% | $4,741-58.3% |
| Participant deferral / active EE | $4,491 | $7,801-42.4% | $7,448-39.7% | $6,401-29.8% |
| Admin fee / account holder | $1,015 | $11,568-91.2% | $10,007-89.9% | $11,429-91.1% |