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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 | $54,625 | $138,078-60.4% | $125,363-56.4% | $134,509-59.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -19.27% | 750.49%-769.8pp | 572.15%-591.4pp | 418.13%-437.4pp |
| Employer contribution / active EE | $3,196 | $5,245-39.1% | $4,815-33.6% | $4,741-32.6% |
| Participant deferral / active EE | $8,835 | $7,800+13.3% | $7,447+18.6% | $6,400+38.0% |
| Admin fee / account holder | $656 | $11,566-94.3% | $10,005-93.4% | $11,427-94.3% |