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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 | $34,404 | $138,114-75.1% | $125,391-72.6% | $134,545-74.4% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -7.51% | 750.88%-758.4pp | 572.41%-579.9pp | 418.37%-425.9pp |
| Employer contribution / active EE | $5,204 | $5,246-0.8% | $4,816+8.1% | $4,742+9.8% |
| Participant deferral / active EE | $8,553 | $7,801+9.6% | $7,448+14.8% | $6,401+33.6% |
| Admin fee / account holder | $2,003 | $11,570-82.7% | $10,009-80.0% | $11,431-82.5% |