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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 | $129,501 | $138,078-6.2% | $125,363+3.3% | $134,509-3.7% |
| Participation rate | 70.6% | 84.5%-13.9pp | 82.4%-11.8pp | 81.2%-10.6pp |
| Annual return | -6.50% | 750.49%-757.0pp | 572.15%-578.7pp | 418.13%-424.6pp |
| Employer contribution / active EE | $10,154 | $5,245+93.6% | $4,815+110.9% | $4,741+114.2% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,626 | $11,566-68.6% | $10,005-63.8% | $11,427-68.3% |