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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 | $137,482 | $138,102-0.4% | $125,381+9.7% | $134,532+2.2% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -16.55% | 750.73%-767.3pp | 572.31%-588.9pp | 418.27%-434.8pp |
| Employer contribution / active EE | $3,746 | $5,245-28.6% | $4,815-22.2% | $4,741-21.0% |
| Participant deferral / active EE | $7,606 | $7,801-2.5% | $7,448+2.1% | $6,401+18.8% |
| Admin fee / account holder | $1,718 | $11,568-85.1% | $10,007-82.8% | $11,429-85.0% |