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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 | $125,339 | $138,078-9.2% | $125,3630% | $134,509-6.8% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -10.93% | 750.49%-761.4pp | 572.15%-583.1pp | 418.13%-429.1pp |
| Employer contribution / active EE | $6,070 | $5,245+15.7% | $4,815+26.1% | $4,741+28.0% |
| Participant deferral / active EE | $12,343 | $7,800+58.3% | $7,447+65.7% | $6,400+92.9% |
| Admin fee / account holder | $601 | $11,566-94.8% | $10,005-94.0% | $11,427-94.7% |