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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 | $34,095 | $138,102-75.3% | $125,381-72.8% | $134,532-74.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.83% | 750.73%-769.6pp | 572.31%-591.1pp | 418.27%-437.1pp |
| Employer contribution / active EE | $6,252 | $5,245+19.2% | $4,815+29.8% | $4,741+31.9% |
| Participant deferral / active EE | $17,102 | $7,801+119.2% | $7,448+129.6% | $6,401+167.2% |
| Admin fee / account holder | $347 | $11,568-97.0% | $10,007-96.5% | $11,429-97.0% |