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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 | $50,955 | $138,075-63.1% | $123,552-58.8% | $135,379-62.4% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -6.85% | 153.70%-160.5pp | 119.20%-126.1pp | 519.79%-526.6pp |
| Employer contribution / active EE | $3,362 | $5,152-34.7% | $4,628-27.4% | $4,779-29.6% |
| Participant deferral / active EE | $3,936 | $6,800-42.1% | $6,426-38.8% | $5,609-29.8% |
| Admin fee / account holder | $1,565 | $10,917-85.7% | $9,285-83.1% | $10,828-85.5% |