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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 | $71,329 | $138,078-48.3% | $125,363-43.1% | $134,509-47.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.17% | 750.49%-767.7pp | 572.15%-589.3pp | 418.13%-435.3pp |
| Employer contribution / active EE | $12,007 | $5,245+128.9% | $4,815+149.4% | $4,741+153.3% |
| Participant deferral / active EE | $10,508 | $7,800+34.7% | $7,447+41.1% | $6,400+64.2% |
| Admin fee / account holder | $966 | $11,566-91.7% | $10,005-90.4% | $11,427-91.6% |