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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 | $105,141 | $138,102-23.9% | $125,381-16.1% | $134,532-21.8% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -13.16% | 750.73%-763.9pp | 572.31%-585.5pp | 418.27%-431.4pp |
| Employer contribution / active EE | $1,554 | $5,245-70.4% | $4,815-67.7% | $4,741-67.2% |
| Participant deferral / active EE | $2,957 | $7,801-62.1% | $7,448-60.3% | $6,401-53.8% |
| Admin fee / account holder | $524 | $11,568-95.5% | $10,007-94.8% | $11,429-95.4% |