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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 | $82,023 | $138,114-40.6% | $125,391-34.6% | $134,545-39.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -13.28% | 750.88%-764.2pp | 572.41%-585.7pp | 418.37%-431.6pp |
| Employer contribution / active EE | $3,904 | $5,246-25.6% | $4,816-18.9% | $4,742-17.7% |
| Participant deferral / active EE | $10,224 | $7,801+31.1% | $7,448+37.3% | $6,401+59.7% |
| Admin fee / account holder | $352 | $11,570-97.0% | $10,009-96.5% | $11,431-96.9% |