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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 | $44,217 | $138,075-68.0% | $123,552-64.2% | $135,379-67.3% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -8.81% | 153.70%-162.5pp | 119.20%-128.0pp | 519.79%-528.6pp |
| Employer contribution / active EE | $5,845 | $5,152+13.4% | $4,628+26.3% | $4,779+22.3% |
| Participant deferral / active EE | $3,788 | $6,800-44.3% | $6,426-41.1% | $5,609-32.5% |
| Admin fee / account holder | $921 | $10,917-91.6% | $9,285-90.1% | $10,828-91.5% |