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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 | $125,455 | $138,102-9.2% | $125,381+0.1% | $134,532-6.7% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -11.48% | 750.73%-762.2pp | 572.31%-583.8pp | 418.27%-429.7pp |
| Employer contribution / active EE | $1,578 | $5,245-69.9% | $4,815-67.2% | $4,741-66.7% |
| Participant deferral / active EE | $4,872 | $7,801-37.5% | $7,448-34.6% | $6,401-23.9% |
| Admin fee / account holder | $3,725 | $11,568-67.8% | $10,007-62.8% | $11,429-67.4% |