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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 | $141,998 | $135,645+4.7% | $110,243+28.8% | $135,380+4.9% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.8%-7.1pp | 82.6%-9.9pp |
| Annual return | -6.81% | 513.24%-520.0pp | 314.76%-321.6pp | 519.81%-526.6pp |
| Employer contribution / active EE | $4,545 | $4,907-7.4% | $3,827+18.8% | $4,779-4.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,613 | $11,458-85.9% | $8,548-81.1% | $10,828-85.1% |