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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 | $73,070 | $138,075-47.1% | $123,552-40.9% | $135,379-46.0% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -3.96% | 153.70%-157.7pp | 119.20%-123.2pp | 519.79%-523.7pp |
| Employer contribution / active EE | $4,966 | $5,152-3.6% | $4,628+7.3% | $4,779+3.9% |
| Participant deferral / active EE | $10,820 | $6,800+59.1% | $6,426+68.4% | $5,609+92.9% |
| Admin fee / account holder | $773 | $10,917-92.9% | $9,285-91.7% | $10,828-92.9% |