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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 | $73,604 | $138,114-46.7% | $125,391-41.3% | $134,545-45.3% |
| Participation rate | 84.2% | 84.5%-0.3pp | 82.4%+1.8pp | 81.2%+3.0pp |
| Annual return | -18.79% | 750.88%-769.7pp | 572.41%-591.2pp | 418.37%-437.2pp |
| Employer contribution / active EE | $5,069 | $5,246-3.4% | $4,816+5.3% | $4,742+6.9% |
| Participant deferral / active EE | $12,632 | $7,801+61.9% | $7,448+69.6% | $6,401+97.3% |
| Admin fee / account holder | $3,241 | $11,570-72.0% | $10,009-67.6% | $11,431-71.6% |