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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 | $125,165 | $138,075-9.4% | $123,552+1.3% | $135,379-7.5% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -4.85% | 153.70%-158.6pp | 119.20%-124.1pp | 519.79%-524.6pp |
| Employer contribution / active EE | $9,586 | $5,152+86.1% | $4,628+107.1% | $4,779+100.6% |
| Participant deferral / active EE | $8,635 | $6,800+27.0% | $6,426+34.4% | $5,609+53.9% |
| Admin fee / account holder | $3,094 | $10,917-71.7% | $9,285-66.7% | $10,828-71.4% |