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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 | $85,882 | $138,114-37.8% | $125,391-31.5% | $134,545-36.2% |
| Participation rate | 79.2% | 84.5%-5.3pp | 82.4%-3.2pp | 81.2%-2.1pp |
| Annual return | -19.88% | 750.88%-770.8pp | 572.41%-592.3pp | 418.37%-438.2pp |
| Employer contribution / active EE | $2,295 | $5,246-56.3% | $4,816-52.3% | $4,742-51.6% |
| Participant deferral / active EE | $9,419 | $7,801+20.7% | $7,448+26.5% | $6,401+47.1% |
| Admin fee / account holder | $780 | $11,570-93.3% | $10,009-92.2% | $11,431-93.2% |