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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 | $84,827 | $197,819-57.1% | $155,789-45.6% | $125,389-32.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 76.1%-1.1pp | 83.2%-8.2pp |
| Annual return | -3.40% | 86.73%-90.1pp | 71.54%-74.9pp | 282.24%-285.6pp |
| Employer contribution / active EE | $7,418 | $4,850+52.9% | $3,839+93.2% | $4,866+52.4% |
| Participant deferral / active EE | $12,000 | $5,631+113.1% | $4,798+150.1% | $5,352+124.2% |
| Admin fee / account holder | $490 | $9,544-94.9% | $7,477-93.5% | $9,541-94.9% |