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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 | $136,550 | $180,459-24.3% | $154,108-11.4% | $135,380+0.9% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -5.24% | 888.21%-893.4pp | 735.21%-740.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $8,464 | $6,035+40.2% | $5,298+59.8% | $4,779+77.1% |
| Participant deferral / active EE | $6,363 | $5,806+9.6% | $5,081+25.2% | $5,609+13.4% |
| Admin fee / account holder | $13,703 | $16,145-15.1% | $13,411+2.2% | $10,828+26.5% |