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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 | $131,644 | $138,114-4.7% | $125,391+5.0% | $134,545-2.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -14.41% | 750.88%-765.3pp | 572.41%-586.8pp | 418.37%-432.8pp |
| Employer contribution / active EE | $7,487 | $5,246+42.7% | $4,816+55.5% | $4,742+57.9% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,054 | $11,570-90.9% | $10,009-89.5% | $11,431-90.8% |