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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 | $35,568 | $138,075-74.2% | $123,552-71.2% | $135,379-73.7% |
| Participation rate | 95.7% | 84.7%+10.9pp | 82.3%+13.4pp | 82.6%+13.0pp |
| Annual return | -8.33% | 153.70%-162.0pp | 119.20%-127.5pp | 519.79%-528.1pp |
| Employer contribution / active EE | $6,245 | $5,152+21.2% | $4,628+34.9% | $4,779+30.7% |
| Participant deferral / active EE | $9,848 | $6,800+44.8% | $6,426+53.3% | $5,609+75.6% |
| Admin fee / account holder | $1,753 | $10,917-83.9% | $9,285-81.1% | $10,828-83.8% |