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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 | $125,354 | $138,114-9.2% | $125,3910% | $134,545-6.8% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -17.94% | 750.88%-768.8pp | 572.41%-590.4pp | 418.37%-436.3pp |
| Employer contribution / active EE | $3,197 | $5,246-39.1% | $4,816-33.6% | $4,742-32.6% |
| Participant deferral / active EE | $11,420 | $7,801+46.4% | $7,448+53.3% | $6,401+78.4% |
| Admin fee / account holder | $823 | $11,570-92.9% | $10,009-91.8% | $11,431-92.8% |