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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 | $125,991 | $138,114-8.8% | $125,391+0.5% | $134,545-6.4% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -14.77% | 750.88%-765.7pp | 572.41%-587.2pp | 418.37%-433.1pp |
| Employer contribution / active EE | $2,128 | $5,246-59.4% | $4,816-55.8% | $4,742-55.1% |
| Participant deferral / active EE | $8,264 | $7,801+5.9% | $7,448+11.0% | $6,401+29.1% |
| Admin fee / account holder | $2,588 | $11,570-77.6% | $10,009-74.1% | $11,431-77.4% |