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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 | $127,467 | $138,114-7.7% | $125,391+1.7% | $134,545-5.3% |
| Participation rate | 94.4% | 84.5%+9.9pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -11.17% | 750.88%-762.1pp | 572.41%-583.6pp | 418.37%-429.5pp |
| Employer contribution / active EE | $6,860 | $5,246+30.8% | $4,816+42.4% | $4,742+44.7% |
| Participant deferral / active EE | $4,445 | $7,801-43.0% | $7,448-40.3% | $6,401-30.6% |
| Admin fee / account holder | $98,634 | $11,570+752.5% | $10,009+885.5% | $11,431+762.9% |