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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 | $123,434 | $138,102-10.6% | $125,381-1.6% | $134,532-8.2% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -16.81% | 750.73%-767.5pp | 572.31%-589.1pp | 418.27%-435.1pp |
| Employer contribution / active EE | $4,706 | $5,245-10.3% | $4,815-2.3% | $4,741-0.7% |
| Participant deferral / active EE | $5,723 | $7,801-26.6% | $7,448-23.2% | $6,401-10.6% |
| Admin fee / account holder | $792 | $11,568-93.2% | $10,007-92.1% | $11,429-93.1% |