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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 | $126,414 | $138,102-8.5% | $125,381+0.8% | $134,532-6.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -19.62% | 750.73%-770.3pp | 572.31%-591.9pp | 418.27%-437.9pp |
| Employer contribution / active EE | $16,513 | $5,245+214.8% | $4,815+242.9% | $4,741+248.3% |
| Participant deferral / active EE | $7,927 | $7,801+1.6% | $7,448+6.4% | $6,401+23.8% |
| Admin fee / account holder | $2,827 | $11,568-75.6% | $10,007-71.7% | $11,429-75.3% |