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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 | $138,114-35.3% | $125,391-28.7% | $134,545-33.6% |
| Participation rate | 84.2% | 84.5%-0.3pp | 82.4%+1.8pp | 81.2%+3.0pp |
| Annual return | -13.08% | 750.88%-764.0pp | 572.41%-585.5pp | 418.37%-431.4pp |
| Employer contribution / active EE | $1,342 | $5,246-74.4% | $4,816-72.1% | $4,742-71.7% |
| Participant deferral / active EE | $12,115 | $7,801+55.3% | $7,448+62.7% | $6,401+89.3% |
| Admin fee / account holder | $870 | $11,570-92.5% | $10,009-91.3% | $11,431-92.4% |