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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 | $124,058 | $138,102-10.2% | $125,381-1.1% | $134,532-7.8% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | -12.97% | 750.73%-763.7pp | 572.31%-585.3pp | 418.27%-431.2pp |
| Employer contribution / active EE | $2,255 | $5,245-57.0% | $4,815-53.2% | $4,741-52.4% |
| Participant deferral / active EE | $8,284 | $7,801+6.2% | $7,448+11.2% | $6,401+29.4% |
| Admin fee / account holder | $1,360 | $11,568-88.2% | $10,007-86.4% | $11,429-88.1% |