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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 | $141,442 | $160,059-11.6% | $140,019+1.0% | $135,379+4.5% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.5%-14.8pp | 82.6%-9.9pp |
| Annual return | -8.31% | 911.44%-919.7pp | 651.15%-659.5pp | 519.79%-528.1pp |
| Employer contribution / active EE | $2,441 | $6,420-62.0% | $5,605-56.5% | $4,779-48.9% |
| Participant deferral / active EE | $7,081 | $7,641-7.3% | $6,927+2.2% | $5,609+26.3% |
| Admin fee / account holder | $4,220 | $13,328-68.3% | $10,705-60.6% | $10,828-61.0% |