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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 | $52,555 | $138,075-61.9% | $123,552-57.5% | $135,379-61.2% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -5.34% | 153.70%-159.0pp | 119.20%-124.5pp | 519.79%-525.1pp |
| Employer contribution / active EE | $1,445 | $5,152-71.9% | $4,628-68.8% | $4,779-69.8% |
| Participant deferral / active EE | $6,714 | $6,800-1.3% | $6,426+4.5% | $5,609+19.7% |
| Admin fee / account holder | $510 | $10,917-95.3% | $9,285-94.5% | $10,828-95.3% |