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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 | $137,343 | $160,059-14.2% | $140,019-1.9% | $135,380+1.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -5.32% | 911.48%-916.8pp | 651.17%-656.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $7,200 | $6,420+12.2% | $5,605+28.4% | $4,779+50.7% |
| Participant deferral / active EE | $10,668 | $7,641+39.6% | $6,927+54.0% | $5,609+90.2% |
| Admin fee / account holder | $1,263 | $13,328-90.5% | $10,705-88.2% | $10,828-88.3% |