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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 | $129,385 | $138,114-6.3% | $125,391+3.2% | $134,545-3.8% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -16.50% | 750.88%-767.4pp | 572.41%-588.9pp | 418.37%-434.9pp |
| Employer contribution / active EE | $11,704 | $5,246+123.1% | $4,816+143.0% | $4,742+146.8% |
| Participant deferral / active EE | $8,449 | $7,801+8.3% | $7,448+13.4% | $6,401+32.0% |
| Admin fee / account holder | $3,515 | $11,570-69.6% | $10,009-64.9% | $11,431-69.3% |