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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 | $56,711 | $160,059-64.6% | $140,019-59.5% | $135,379-58.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -9.14% | 911.44%-920.6pp | 651.15%-660.3pp | 519.79%-528.9pp |
| Employer contribution / active EE | $8,071 | $6,420+25.7% | $5,605+44.0% | $4,779+68.9% |
| Participant deferral / active EE | $8,443 | $7,641+10.5% | $6,927+21.9% | $5,609+50.5% |
| Admin fee / account holder | $1,450 | $13,328-89.1% | $10,705-86.5% | $10,828-86.6% |