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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 | $103,635 | $138,078-24.9% | $125,363-17.3% | $134,509-23.0% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -16.34% | 750.49%-766.8pp | 572.15%-588.5pp | 418.13%-434.5pp |
| Employer contribution / active EE | $3,202 | $5,245-38.9% | $4,815-33.5% | $4,741-32.5% |
| Participant deferral / active EE | $7,529 | $7,800-3.5% | $7,447+1.1% | $6,400+17.6% |
| Admin fee / account holder | $525 | $11,566-95.5% | $10,005-94.8% | $11,427-95.4% |