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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 | $126,581 | $138,114-8.4% | $125,391+0.9% | $134,545-5.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -16.31% | 750.88%-767.2pp | 572.41%-588.7pp | 418.37%-434.7pp |
| Employer contribution / active EE | $2,837 | $5,246-45.9% | $4,816-41.1% | $4,742-40.2% |
| Participant deferral / active EE | $10,139 | $7,801+30.0% | $7,448+36.1% | $6,401+58.4% |
| Admin fee / account holder | $19,817 | $11,570+71.3% | $10,009+98.0% | $11,431+73.4% |