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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 | $37,726 | $138,114-72.7% | $125,391-69.9% | $134,545-72.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -15.37% | 750.88%-766.3pp | 572.41%-587.8pp | 418.37%-433.7pp |
| Employer contribution / active EE | $1,552 | $5,246-70.4% | $4,816-67.8% | $4,742-67.3% |
| Participant deferral / active EE | $8,497 | $7,801+8.9% | $7,448+14.1% | $6,401+32.7% |
| Admin fee / account holder | $1,344 | $11,570-88.4% | $10,009-86.6% | $11,431-88.2% |