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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 | $130,235 | $138,102-5.7% | $125,381+3.9% | $134,532-3.2% |
| Participation rate | 94.7% | 84.5%+10.2pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -16.02% | 750.73%-766.7pp | 572.31%-588.3pp | 418.27%-434.3pp |
| Employer contribution / active EE | $2,975 | $5,245-43.3% | $4,815-38.2% | $4,741-37.2% |
| Participant deferral / active EE | $4,943 | $7,801-36.6% | $7,448-33.6% | $6,401-22.8% |
| Admin fee / account holder | $13,344 | $11,568+15.4% | $10,007+33.3% | $11,429+16.8% |