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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 | $129,219 | $138,102-6.4% | $125,381+3.1% | $134,532-3.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -13.05% | 750.73%-763.8pp | 572.31%-585.4pp | 418.27%-431.3pp |
| Employer contribution / active EE | $4,760 | $5,245-9.3% | $4,815-1.2% | $4,741+0.4% |
| Participant deferral / active EE | $10,038 | $7,801+28.7% | $7,448+34.8% | $6,401+56.8% |
| Admin fee / account holder | $808 | $11,568-93.0% | $10,007-91.9% | $11,429-92.9% |