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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 | $34,992 | $138,114-74.7% | $125,391-72.1% | $134,545-74.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -12.82% | 750.88%-763.7pp | 572.41%-585.2pp | 418.37%-431.2pp |
| Employer contribution / active EE | $14,147 | $5,246+169.7% | $4,816+193.8% | $4,742+198.4% |
| Participant deferral / active EE | $7,714 | $7,801-1.1% | $7,448+3.6% | $6,401+20.5% |
| Admin fee / account holder | $455 | $11,570-96.1% | $10,009-95.5% | $11,431-96.0% |