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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 | $89,362 | $138,078-35.3% | $125,363-28.7% | $134,509-33.6% |
| Participation rate | 84.2% | 84.5%-0.3pp | 82.4%+1.8pp | 81.2%+3.0pp |
| Annual return | -13.08% | 750.49%-763.6pp | 572.15%-585.2pp | 418.13%-431.2pp |
| Employer contribution / active EE | $1,342 | $5,245-74.4% | $4,815-72.1% | $4,741-71.7% |
| Participant deferral / active EE | $12,115 | $7,800+55.3% | $7,447+62.7% | $6,400+89.3% |
| Admin fee / account holder | $870 | $11,566-92.5% | $10,005-91.3% | $11,427-92.4% |