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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 | $132,706 | $138,102-3.9% | $125,381+5.8% | $134,532-1.4% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -13.39% | 750.73%-764.1pp | 572.31%-585.7pp | 418.27%-431.7pp |
| Employer contribution / active EE | $11,848 | $5,245+125.9% | $4,815+146.0% | $4,741+149.9% |
| Participant deferral / active EE | $10,559 | $7,801+35.4% | $7,448+41.8% | $6,401+65.0% |
| Admin fee / account holder | $2,413 | $11,568-79.1% | $10,007-75.9% | $11,429-78.9% |