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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 | $126,130 | $138,078-8.7% | $125,363+0.6% | $134,509-6.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -13.18% | 750.49%-763.7pp | 572.15%-585.3pp | 418.13%-431.3pp |
| Employer contribution / active EE | $6,033 | $5,245+15.0% | $4,815+25.3% | $4,741+27.3% |
| Participant deferral / active EE | $4,940 | $7,800-36.7% | $7,447-33.7% | $6,400-22.8% |
| Admin fee / account holder | $12,185 | $11,566+5.4% | $10,005+21.8% | $11,427+6.6% |