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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 | $78,247 | $138,102-43.3% | $125,381-37.6% | $134,532-41.8% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -14.13% | 750.73%-764.9pp | 572.31%-586.4pp | 418.27%-432.4pp |
| Employer contribution / active EE | $3,117 | $5,245-40.6% | $4,815-35.3% | $4,741-34.2% |
| Participant deferral / active EE | $10,117 | $7,801+29.7% | $7,448+35.8% | $6,401+58.1% |
| Admin fee / account holder | $562 | $11,568-95.1% | $10,007-94.4% | $11,429-95.1% |