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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 | $128,059 | $138,102-7.3% | $125,381+2.1% | $134,532-4.8% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.74% | 750.73%-768.5pp | 572.31%-590.0pp | 418.27%-436.0pp |
| Employer contribution / active EE | $3,499 | $5,245-33.3% | $4,815-27.3% | $4,741-26.2% |
| Participant deferral / active EE | $4,196 | $7,801-46.2% | $7,448-43.7% | $6,401-34.4% |
| Admin fee / account holder | $2,978 | $11,568-74.3% | $10,007-70.2% | $11,429-73.9% |