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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 | $81,610 | $138,102-40.9% | $125,381-34.9% | $134,532-39.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.66% | 750.73%-769.4pp | 572.31%-591.0pp | 418.27%-436.9pp |
| Employer contribution / active EE | $5,452 | $5,245+3.9% | $4,815+13.2% | $4,741+15.0% |
| Participant deferral / active EE | $9,038 | $7,801+15.9% | $7,448+21.4% | $6,401+41.2% |
| Admin fee / account holder | $450 | $11,568-96.1% | $10,007-95.5% | $11,429-96.1% |