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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 | $37,727 | $138,075-72.7% | $123,552-69.5% | $135,379-72.1% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -8.80% | 153.70%-162.5pp | 119.20%-128.0pp | 519.79%-528.6pp |
| Employer contribution / active EE | $1,336 | $5,152-74.1% | $4,628-71.1% | $4,779-72.0% |
| Participant deferral / active EE | $2,663 | $6,800-60.8% | $6,426-58.6% | $5,609-52.5% |
| Admin fee / account holder | $361 | $10,917-96.7% | $9,285-96.1% | $10,828-96.7% |