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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 | $62,980 | $138,076-54.4% | $123,553-49.0% | $135,380-53.5% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -3.79% | 153.70%-157.5pp | 119.21%-123.0pp | 519.81%-523.6pp |
| Employer contribution / active EE | $1,504 | $5,152-70.8% | $4,628-67.5% | $4,779-68.5% |
| Participant deferral / active EE | $7,298 | $6,800+7.3% | $6,426+13.6% | $5,609+30.1% |
| Admin fee / account holder | $940 | $10,917-91.4% | $9,284-89.9% | $10,828-91.3% |