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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 | $145,444 | $92,684+56.9% | $82,706+75.9% | $134,509+8.1% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -16.83% | 945.84%-962.7pp | 701.76%-718.6pp | 418.13%-435.0pp |
| Employer contribution / active EE | $3,404 | $3,272+4.0% | $3,007+13.2% | $4,741-28.2% |
| Participant deferral / active EE | $10,461 | $4,800+117.9% | $4,394+138.1% | $6,400+63.4% |
| Admin fee / account holder | $344 | $5,982-94.3% | $5,329-93.6% | $11,427-97.0% |