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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 | $71,853 | $138,102-48.0% | $125,381-42.7% | $134,532-46.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -19.98% | 750.73%-770.7pp | 572.31%-592.3pp | 418.27%-438.2pp |
| Employer contribution / active EE | $9,007 | $5,245+71.7% | $4,815+87.1% | $4,741+90.0% |
| Participant deferral / active EE | $20,140 | $7,801+158.2% | $7,448+170.4% | $6,401+214.6% |
| Admin fee / account holder | $575 | $11,568-95.0% | $10,007-94.3% | $11,429-95.0% |