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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 | $63,781 | $138,078-53.8% | $125,363-49.1% | $134,509-52.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -16.38% | 750.49%-766.9pp | 572.15%-588.5pp | 418.13%-434.5pp |
| Employer contribution / active EE | $9,859 | $5,245+88.0% | $4,815+104.8% | $4,741+108.0% |
| Participant deferral / active EE | $11,850 | $7,800+51.9% | $7,447+59.1% | $6,400+85.1% |
| Admin fee / account holder | $346 | $11,566-97.0% | $10,005-96.5% | $11,427-97.0% |