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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 | $127,360 | $138,114-7.8% | $125,391+1.6% | $134,545-5.3% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -16.75% | 750.88%-767.6pp | 572.41%-589.2pp | 418.37%-435.1pp |
| Employer contribution / active EE | $2,232 | $5,246-57.5% | $4,816-53.7% | $4,742-52.9% |
| Participant deferral / active EE | $4,906 | $7,801-37.1% | $7,448-34.1% | $6,401-23.4% |
| Admin fee / account holder | $6,737 | $11,570-41.8% | $10,009-32.7% | $11,431-41.1% |