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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 | $123,838 | $138,102-10.3% | $125,381-1.2% | $134,532-7.9% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -13.47% | 750.73%-764.2pp | 572.31%-585.8pp | 418.27%-431.7pp |
| Employer contribution / active EE | $1,615 | $5,245-69.2% | $4,815-66.5% | $4,741-65.9% |
| Participant deferral / active EE | $4,213 | $7,801-46.0% | $7,448-43.4% | $6,401-34.2% |
| Admin fee / account holder | $7,933 | $11,568-31.4% | $10,007-20.7% | $11,429-30.6% |