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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 | $46,129 | $138,102-66.6% | $125,381-63.2% | $134,532-65.7% |
| Participation rate | 84.2% | 84.5%-0.3pp | 82.4%+1.8pp | 81.2%+3.0pp |
| Annual return | -18.74% | 750.73%-769.5pp | 572.31%-591.0pp | 418.27%-437.0pp |
| Employer contribution / active EE | $5,441 | $5,245+3.7% | $4,815+13.0% | $4,741+14.8% |
| Participant deferral / active EE | $8,424 | $7,801+8.0% | $7,448+13.1% | $6,401+31.6% |
| Admin fee / account holder | $661 | $11,568-94.3% | $10,007-93.4% | $11,429-94.2% |