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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 | $63,646 | $138,072-53.9% | $123,549-48.5% | $135,382-53.0% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -2.30% | 153.69%-156.0pp | 119.20%-121.5pp | 519.77%-522.1pp |
| Employer contribution / active EE | $5,929 | $5,152+15.1% | $4,628+28.1% | $4,779+24.1% |
| Participant deferral / active EE | $3,721 | $6,799-45.3% | $6,426-42.1% | $5,609-33.7% |
| Admin fee / account holder | $18,634 | $10,917+70.7% | $9,284+100.7% | $10,829+72.1% |