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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 | $121,272 | $138,078-12.2% | $125,363-3.3% | $134,509-9.8% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -14.61% | 750.49%-765.1pp | 572.15%-586.8pp | 418.13%-432.7pp |
| Employer contribution / active EE | $12,120 | $5,245+131.1% | $4,815+151.7% | $4,741+155.7% |
| Participant deferral / active EE | $6,639 | $7,800-14.9% | $7,447-10.8% | $6,400+3.7% |
| Admin fee / account holder | $2,377 | $11,566-79.4% | $10,005-76.2% | $11,427-79.2% |