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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 | $138,078-40.6% | $125,363-34.6% | $134,509-39.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -13.28% | 750.49%-763.8pp | 572.15%-585.4pp | 418.13%-431.4pp |
| Employer contribution / active EE | $3,904 | $5,245-25.6% | $4,815-18.9% | $4,741-17.6% |
| Participant deferral / active EE | $10,224 | $7,800+31.1% | $7,447+37.3% | $6,400+59.7% |
| Admin fee / account holder | $352 | $11,566-97.0% | $10,005-96.5% | $11,427-96.9% |